Hello,
I am new to UiPath. I need a workflow that can:
Open an email attachment and IDENTIFY it is an AP Invoice/Credit Note document
Perform data extraction for key fields like Supplier/invoice number/PO number using OCR/Data Capture
Validate Supplier details against Master Data
Validate PO number against Master Data
Perform Duplicate Check
Route Validation exceptions to an exception queue(s)
Produce XML output file with extracted/indexed data
Save a copy of the invoice document image
Send XML file to a SFTP file location
I have viewed the video tutorial for FULL automation, but I cant recreate the workflow steps. My main objective is to receive a PDF document, extract Key Invoice data, Validate it against business rules, Save a copy of the successfully processed document, produce an XML output file and send the xml file to SFTP location.
Hello Luciano, If you need to extract information from different types of invoices including scanned images, I would suggest to check the Rossum invoice data capture technology.
It can extract data from invoices without any template setup and will return the extracted fields plus metadata (as JSON, XML, CSV). The robot can then manage further invoice workflow including PO validations, duplicate checks, approvals, etc.
Developers’ edition is available here: https://rossum.ai/elis. The API documentation is here: Rossum API Reference. It can be used together with UIPath by using HTTPRequest activity. Sending invoices and receiving extracted data by email (managed by robot) is also possible.