Different Use Cases#
Only Invoice#
This is the simplest use case. 95% of all Ephesoft (IDM Capture) customers make use of this use case.
graph LR
A[Start] --> B{Invoice?};
Infor[Infor] --> |Master Data Validation| C;
B -->|Yes| C[Extract Header Fields];
C -->|Optional| T[Table Fields];
T -->C;
C --> D[Send to Infor];
D --> E;
B ---->|No| E[End];With DOC² you can do more
graph LR
A[Start] --> B{Invoice?};
B -->|Yes| C[Extract];
C -->|Optional| T[Table Extract];
T -->C;
Infor[Infor] --> |Master Data Validation| C;
C --> D[Convert to ZUGFeRD];
D --> F[Send to Infor];
F --> Z;
B ---->|No| Z[End];Invoice and Delivery Note#
graph LR
A[Start] --> B{Classification?};
B -->|Invoice| Extract[Extract];
B -->|Delivery Note| Extract;
Extract -->|Optional| T[Table Extract];
T -->Extract;
Infor --> |Master Data Validation| Extract;
Extract --> ION[Infor ION & IDM];
B -->|Else| G[Only OCR];
G -->IDM[Send PDF to Infor IDM];
IDM --> Infor;
ION --> Infor;
Infor --> End[End];
Invoice and Orders incl. PO Matching and ZUGFeRD and Order-X#
graph LR
A[Start] --> B{Classification?};
B -->|Invoice| Extract[Extract];
B -->|Delivery Note| Extract;
B ---->|Order confirmation| Extract;
Extract -->T[Table Fields];
T -->Extract;
Extract ---> D[Convert to ZUGFeRD];
Extract --> PO;
D --> F[Send to Infor PDF + ION];
F --> Infor;
PO --> |Confirm PO|Infor;
B -->|Else| G[Only OCR];
G -->H[Send PDF to Infor IDM];
H --> Infor[Infor];
Infor[Infor] --> |Purchase Order|PO[PO Matching];
Infor[Infor] --> |Master Data Validation| Extract;
PO --> Order-X[Order-X];
Extract --> Order-X;
Infor --> Order-X;
Order-X --> Supplier[Supplier];
Supplier --> End;
Infor --> End;