AP Document Recognition

HI @Doug Johnson   Not sure if you can help but figured I would ask.  We started using the Incoming Document in our UK/EUR tenant.  The document was recognized fine.  Works very well and have started rolling out.  However,  we have an issue when creating the UK/EUR bill.  The below error occurs about the currency.  I have seen this issue before related the currency effective date which I check so it was not the issue.   Any ideas.  See screenshot below.  I have asked our VAR Klear to add Support ticket.  I have tenants that use MXN, BRL EURO and GBP.

I appreciate your support and time.

Hi, @Doug Johnson 

As a UK partner we are looking forward to AP Document Recognition being supported and available.  I notice with interest that EVANG posted an invoice with the European date format without an issue.  

Do you have any idea when this module will be released for the UK because?

Thank you in advance. 

@martin52 we are investigating UK recognition for 2023 R2. 

@EvanG not sure what your specific setup looks like - I would suggest following up with a support case. Make sure you can enter an AP Bill directly via screen entry using all the same information that was recognized.

@Doug Johnson   Thank you for your reply.  We don’t have an issue with entering bill directly in the AP Bill screen.  Our VAR Klear has opened a support case on this issue. @laurab85 

@EvanG 

Hello, I just thought I can ask here - is there any palns to bring projects field to the Incoming Documents screen? Tasks, costs codes, etc. would be great too. It’s pretty important for contsruction companies. Thanks, Felix

@fsemin80  please see the suggestion here: https://community.acumatica.com/ideas/ap-document-recognition-add-fields-such-as-project-to-incoming-document-screen-5275.

@Doug Johnson We have AP Bills with multiple lines in the detail section that are posting to the GL and project transactions with multiple lines also.  We want these bills to post in summary instead of posting all all lines in the detail.  What settings do we need to change to make this happen? 

@arose We do not currently support posting a summary. This would be a future development effort. If you plan to customize this, then consider that some detail lines may have different GL accounts and projects.

We have a medical equipment supplier asking whether we can recognize landed costs to a purchase receipt of a lot tracked item using the AP automation capabilities. Ideally, they would like to have the freight cost invoiced from the freight carrier, have AP automation and doc recognition read the freight invoice, create the landed cost document against the purchase receipt and create the AP bill to the freight vendor.

Is this possible? It appears the AP automation can create the bill to the carrier referencing the purchase receipt. Does this also handle the landed cost document side so the inventory cost is updated?

@dgodsill97 - entered to Ideas portal here, please vote for it 🙂

@Doug Johnson is it possible to have the recognition engine bypass recognition of the details and just create the header? The case is some clients specifically in construction do not enter the AP Bills line by line as it requires quite bit of data entry for project coding instead they enter single line (mostly bills go to a project, Task, … ) 

currently I have an instance that the AP person after recognition deletes all lines and add one line

a checkbox indicating recognition of lines or not when recognizing the document is great. It also can be setting so each client can set their default in a preference screen then toggle it at the time of recognition as needed

We have had this as well.  The details weren’t relevant, they just wanted the totals.

Does the AP Doc process work now in South Africa

We have been using the service about 18 mos with varying success. I’ll say there has been zero continued development on this product from what I can tell. It has many small bugs that prevent it from being the game changer we had hoped. 
 

In the last month the AI engine seems to be failing. Our two highest volume vendors’ invoices are no longer mapping at all in the system. Our VAR has opened a case and has no resolution after 3 weeks.

Is anyone else having issues lately? Does Acumatica have any plans to improve this product?

Here are the issues we are seeing, let me know if you have any feedback.

Incoming Documents UOM Issues

Hello, can you have multiple bills embedded in a PDF file for AP Recognition, and if so will this service separate each one individually? Or, does it have to be a single bill for each process? I only ask because we have a customer who receives their monthly FedEx Freight invoice with multiple bills included in the file. Thanks!

​@Doug Johnson What happens if a customer goes over the 50 initial free pages? Will it let them or is there are warning?

AP Document Recognition is listed as a constraint in the License Monitoring Screen. Since it is a constraint, customers will be blocked when they exceed the maximum. 

No, you can not have multiple invoices within the same file.  Incoming documents does not handle them separately, we are manually separating the file into multiple documents and handling them each.

Hi! Some Vendor records inside Acumatica have different account name and legal name. When using the AP Document Recognition feature, on the incoming documents, seems like the feature is looking for the account name. When legal name is shown on the AP document that is waiting to be recognized, the feature does not recognize it. Is there a way for the feature to look for legal name instead? or both?

Hi, ​@jzhu 

I don’t think the feature has this capabilities at this time. We will share your requirement with the engineering team, it will help us to improve the feature. Thank you

Is this still continuing to do machine learning?  We have had customers say that for months they’ve been getting the wrong PO number pulled it from the document and have changed it, but it doesn’t seem to be learning.  

It also isn’t recognizing the vendor now matter how I change the vendor record to match.  

Hi ​@travislawson 

Yes,  machine learning continues, but only for a vendor entity, PO are not participating in the learning process yet. For the second part of your question,  the vendor recognition is performed through the  Azure Form Recognizer which might read the vendor incorrectly, we might try investigate this. If you have a concrete example, submit a support case.

Thanks, I put a ticket in.  It recognized on 23R1 but not 25R1 (sandbox).  

How does it link the PO Number field to the PO in Acumatica?