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1
Intelligent Document Recognition for
Accounts Payable Invoices
Overview of Features, Functionality and Best Practices

Becky Alvarez
Product Strategy Director
Cloud Financials Development
October 2020
Program agenda

1 Overview of Intelligent Document Recognition

2 Features
3 Best Practices
4 Additional Information
5 Q&A

3 Copyright © 2020, Oracle and/or its affiliates

Program agenda with highlights

1 Overview of Intelligent Document Recognition for AP Invoices

2 Features
3 Best Practices
4 Additional Information
5 Q&A

4 Copyright © 2020, Oracle and/or its affiliates

Intelligent Document Recognition for AP Invoices

Field Office

Optional
Corporate Email server Exception Handling
and Learning
Supplier

Incomplete Invoice

Routing Correct Using Interactive Viewer

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Intelligent Document Recognition for AP Invoices

• Supports multiple document formats that are converted and saved as PDF
• .DOCX
• .JPG
• .TIFF
• .PNG
• All configurations are done in Functional Setup Manager
• Setup and Maintenance > Financials > Payables > Manage Intelligent Document Recognition
Options
• You will be able to see your email address here as well as set your options

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Program agenda with highlights

1 Overview of Intelligent Document Recognition for AP Invoices

2 Features
3 Best Practices
4 Additional Information
5 Q&A

7 Copyright © 2020, Oracle and/or its affiliates

Intelligent Document Recognition for AP Invoices
Interactive Document
Supplier Viewing Format
Learning Experience Normalization

Multiple 35%
Patents Error Rate
Pending PDF Flexible Intelligent
Content Supplier Business Unit

2x
Inspection Detection Derivation

50%
Faster Touchless
Rate Streamlined Traceability
Configuration Fault Tolerant
Report

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Document Format Normalization

Normalizing documents to industry standard PDF format while preserving textual content and eliminating conversion
to image format.

No need to
convert Better • Improved
PDF allows for Accuracy by System Support Full-text
textural Eliminating Multiple searching
encapsulation Performance
content to OCR of Document within
of both text • Faster
image format Textual Document Formats documents
and image
resulting in content Viewing
higher fidelity

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 Improved Extraction by Using the Embedded Text Layer
What What
You IDR
See Uses

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List of Supported Attributes

– Invoice Header – Invoice Line

– Invoice Type – Purchase Order Number
– Business Unit – Purchase Order Line
– Purchase Order Number – Purchase Order Schedule
– Invoice Number – Item Description
– Invoice Date – Invoiced Quantity
– Supplier – Unit of Measure
– Supplier Site – Unit Price
– Invoice Currency – Line amount
– Invoice Amount
– Freight Amount
– Routing Attributes 1-4
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Improved OCR – No need for Supporting Documentation Separator Page

Current Intelligent Imaging

Manually insert pages between invoice and Intelligently detects the supporting
supporting documentation documentation
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Streamlined Configuration
•
•

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Setting Business Unit Example

1. Select the Override Default Business Unit to Senders Email Address and a mapping table icon appears

2. Click on the plus to add

3. Enter the Sender’s Email Address and select the associated Business Unit

4. Repeat steps 2 and 3 until you have completed for all Business Units

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Supported Languages

Supported Languages
• English
• French
• Spanish
• German
• Dutch
• Italian
• Polish
• Czech
• Romanian
• Swedish
• Portuguese

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Scanned Invoice Queue to Centrally Manage and Correct Invoices

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Correct Images by Using the Interactive Viewer

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Correct Images by Using the Interactive Viewer - Continued

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Correct Images by Using the Interactive Viewer - Continued

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Correct Images by Using the Interactive Viewer - Continued

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Correct Images by Using the Interactive Viewer - Continued

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Correct Images by Using the Interactive Viewer - Continued

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Correct Images by Using the Interactive Viewer - Continued

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Viewing Under Manage Invoices.

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Payables Invoice Image Tracking Report

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Program agenda with highlights

1 Overview of Intelligent Document Recognition for AP Invoices

2 Features
3 Best Practices
4 Additional Information
5 Q&A

26 Copyright © 2020, Oracle and/or its affiliates

Prerequisites

1. Subscribe to WebCenter Cloud Services / Intelligent Document Recognition for AP Invoices

a) B73948
OR
a) B86841
2. Setup Suppliers
3. Setup any PO formats if you are using Procurement before you initiate the synchronization process
4. Manage Intelligent Document Recognition Options in Setup and Maintenance
a) This will show you your email address for that instance that you need to use
b) You can set Business Unit Derivation Overrides if you want
c) You can setup other Processing options and restrict document types as we saw earlier
d) Save changes and the first time you save it will start the supplier synchronization process

27 Copyright © 2020, Oracle and/or its affiliates

For Best Recognition Results
• Same supplier address
• Pay site and site assignment • BU derived from supplier site or PO
• No duplicates • Use profile option if cannot derive
Supplier
• Designate “Internal” Suppliers • Specified Business Unit Derivation
• Supplier synchronization Setup will overrides all other prior
defaulting logic (can use only 1)
• Email routing attribute 1
• Senders email address
Best • Recipient email address
• PO with alphanumeric format
• 9-10 Characters should
Recognition
Result
work best i.e. ABC123456
Purchase Business
Order Unit

28 Copyright © 2020, Oracle and/or its affiliates

Best Practices

• Include plenty of time for invoice testing in our implementation timeline

• Make sure that your supplier addresses that are setup in Oracle Procurement Cloud or Oracle
Financials Cloud match to the supplier addresses on the invoices that the supplier sends
• Make sure you have plenty of invoices to test from your TOP suppliers
• Make sure you determine any suppliers that should be excluded from imaging such as internal
suppliers used for intercompany transactions and make sure they are setup with the correct supplier
type of Internal.
• Make sure that password protected files are NOT sent to the IDR email address. These will generate
an invoice with blank data and the file as its attachment which will be corrupt or unable to be opened
without the password.
• Test with a variety of invoices in the test group and if you are using approvals make sure you check
your approval notifications and the invoice attachments.
• IMAGE QUALITY AND DATA QUALITY IS EVERYTHING!!!

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Invoice with Questionable Results

Incorrect Orientation:
• IDR will attempt to automatically reorient
image pages

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Invoice with Questionable Results

Poor Image Quality:

• If you are scanning documents to email to
IDR service we recommend that you set your
scanners to the following setting:
• 300x300 dpi
• Black/White
• TIFF Group IV compression
• Use a scanner capable of
adaptive/dynamic thresholding

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Invoices with Questionable Results

Hand Written Invoice:

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Invoice with Questionable Results

Receipts or non-Invoices:

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Program agenda with highlights

1 Overview of Intelligent Document Recognition for AP Invoices

2 Features
3 Best Practices
4 Additional Information
5 Q&A

34 Copyright © 2020, Oracle and/or its affiliates

Additional Information
Migration – IDR Prerequisite

• Customers will need to be migrated to the next generation, OCI compliant data centers in order to be
upgraded to IDR
• Oracle Cloud Infrastructure (“OCI”) is Oracle’s Gen 2 Cloud Infrastructure that delivers powerful
compute and networking performance and a comprehensive portfolio of infrastructure and platform
cloud services
• All existing customers currently not on Gen 2 Cloud will be migrated to the new platform over the
next several quarterly updates
• Migrations will be performed as part of the Quarterly Update maintenance to which the
customers/environments are currently assigned

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Additional Information
Migration – IDR Prerequisite

• Customers will receive a 60 day notice prior to their migration

• For customers who are live on our current AIP imaging solution or are in the process of
implementing our AIP imaging solution:
• Your email address should remain the same, if you have more than one all email addresses will
be migrated
• Your existing setups will be migrated automatically
• You existing images will be migrated and accessible but will remain in .TIFF format and utilize the
original image viewer
• Your production server will stop processing images on AIP approximately 24hrs before the
migration begins

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Additional Information

• Features, Recommendations, Guidelines, and Tips for Oracle Intelligent Document Recognition for
Payables Invoices – MOS DOC ID 2656229.1
• FAQ - Oracle SaaS Fusion Application Migration to Oracle Cloud Infrastructure (OCI) – MOS DOC ID
2650170.1
• To see a list of Oracle Data Regions and the services they provide you can go to Oracle Cloud
Infrastructure Data Center Regions on Oracle.com

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Program agenda with highlights

1 Overview of Intelligent Document Recognition for AP Invoices

2 Features
3 Best Practices
4 Additional Information
5 Q&A

38 Copyright © 2020, Oracle and/or its affiliates

Thank you

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