Invoice Data Extraction for Supply Chain
Use Case Description
*Automate manual transfers of data to reduce the overall need for verification activities
*Automate tedious manual processes such as placing items into vendor folders
Invoices and supporting documentation are sent to the email inbox. Bot identifies new Invoices from the Mail Box and stores the UID onto the Data Service to keep the track of the Email and Classifies the Invoices based on single and multiple Invoices.
Bot Checks for the Confidence level of the extracted data and creates Actions based on the low confidence.
Bot Creates Forms for users on Action Center for supporting approval and confirmation documentation.
On Approval the Invoices are processed onto Microsoft Dynamics.
AS-IS WORKFLOW, TO-BE WORKFLOW
Other information about the use case
Industry categories for this use case: Healthcare Pharma, Logistic
Skill level required: Advanced
UiPath Products that were used: UiPath Action Center, UiPath AI Center, UiPath Assistant, UiPath Data Services, UiPath Document Understanding, UiPath Orchestrator
Other applications that were used: MS Dynamics, OutLook
Other resources: -
What is the top ROI driver for this use case?: Accelerate growth and operational efficiency