In Voice Processing With Imaging and Process Management 1291060751

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    Automating Oracle E-Business Suite InvoiceProcessing with Oracles Imaging and

    Process Management (I/PM)

    Michael RathDavid Moore

    CedarCrestone, Inc.

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    The Imaging Solution

    Eliminates paper through content-enabling processes to lower

    costs and increase efficiency within Oracle E-Business Suite Capture digitizes documents & extracts data:

    Oracle Document Capture

    Oracle Distributed Document Capture

    Oracle Forms Recognition Imaging store, retrieve & manages documents:

    Oracle Imaging and Process Management

    E-Business Suite Adapter for ECM

    BPM capabilities accelerate document-drivenprocesses:

    Oracle Business Process Management Suite Invoice Process Solution Template (part of Oracle I/PM)

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    Imaging Solution Components ODC/ODDC

    Scan Production and Distributed Capture images and review/correct batches

    Import FTP, Folder, Email

    Import Multi Function Device (MFD) output

    Index/Classify Manual image indexing in ODC

    Automate indexing with barcoded cover sheets

    Output

    Forms Recognition

    Output images to OFR import folder

    Commit images and metadata to I/PM

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    Imaging Solution Components ODC/ODDC

    ODC/ODDC

    Generate Unique Document Id

    Commit via Text File commit driver

    or I/PM 11g commit driver

    Commit Folder

    Multiple Page TIFFsDepending on solution folder monitoredby:

    OFR Metadata (e.g., Doc Id,

    Priority) passed in filename

    IPM Metadata passed in InputAgent compliant text file

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    Imaging Solution Components (OFR)

    Import images and metadata Meta data is parsed from image file names

    Classify/Extract/Verify etc.

    Export images and extracted data

    Images Images and metadata output to a folder monitored by

    I/PM

    Extracted Data

    Several options supported XML export recommendedfor easy processing in BPEL

    XML and metadata to associate XML with invoice imageoutput to a folder monitored by I/PM

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    Imaging Solution Components (OFR)

    Export FolderOFR

    OFR (Verifier)

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    Imaging Solution Components (IPM)

    Archive

    Parallel applications are created for images and XML data file

    The images and XML file and their metadata are ingested into

    the appropriate applications by the Input Agent

    Searches to enable access to the invoice images BPEL

    The image application will initiate a BPEL process to perform

    the invoice processing - key invoice fields are passed along to

    the BPEL process Viewing

    Users can access images with the I/PM browser based viewer

    which allows annotations

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    Imaging Solution Components (IPM)

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    Imaging SolutionComponents BPEL (and solution template)

    Key From Image

    Route invoice images to the appropriate AP user fordata entry in EBS

    Forms Recognition

    Retrieve XML data from I/PM Validate key header fields against EBS (to minimizeimport failures)

    Insert invoice data into EBS via Open Interface Table

    Exceptions Route invoices that need additional information orrequire user intervention to the appropriate user/queue

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    Imaging SolutionComponents BPEL (and solution template)

    BPEL

    Inject,Retrieve

    Update

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    Imaging SolutionComponents - EBS Adapter for ECM

    UI level workflow Integration

    Access task lists from EBS screens

    Key-from-image queues

    Exception queues e.g. PO matching failures,

    supplier maintenance Supporting Documents

    Search integrations to retrieve related documents e.g.vendor contract from invoice record

    ECM related UI extensions ODDC integration for integrated scanning

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    Imaging SolutionComponents - EBS Adapter for ECM

    EBS

    Work Lists&Updates

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    Key-From-ImageStreamlining Invoice Data Entry

    Data Entry usingEBS Invoice Workbench

    Complete Processingwith Standard EBS

    Functions

    Prepare andSort Incoming

    InvoicesScan And Index Archive in I/PM Route to AP for

    data entry

    Incomplete Information,Supplier Maintenance, etc.

    Obtain RequiredApprovals

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    Forms RecognitionStreamlining Invoice Data Entry

    Validation: Supplier,Duplicates, PO, Etc.

    Complete Processingwith Standard EBS

    Functions

    Prepare andSort Incoming

    InvoicesScan And Index Extraction,

    Verification,Correction

    Archive in I/PM

    Incomplete Information,Supplier Maintenance, etc.

    Obtain RequiredApprovals

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    Expense ReportsStreamlining Receipt Processing

    Complete Processingwith Standard EBS

    Functions

    Submit ExpenseReport

    Fax Coversheetand Receipts

    Archive in I/PM

    Obtain RequiredApprovals

    ReleaseExpenseReport

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    Imaging SolutionComponents - Deployment Architecture

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    Questions and Answers

    Michael A. [email protected] Moore

    [email protected]