1. Each Buyer (Operator) user role will have their own OCR email address in their user account. The Administrator can provide you with the email address to be used.
...
user can grab their OCR Email address either from Eclipse or DPF.
The default functionality is to have one Invoice OCR email allocated per person. TPH Support can also setup one OCR email address for all invoices users (see: One Generic OCR email address for the Production below).
You can also set up a default batch for each user in Setup > → User Entry Defaults in DPF, or under Control Table → User Entry Defaults in Eclipse. Please provide the user with their individual batch number, and have them update this in their User Defaults:
...
You can grab your Invoice OCR Email address from either DPF or Eclipse. Follow one of the methods below:
Eclipse: Navigate to Control Table → User Entry Defaults and press the Copy button to copy the email to your clipboard.
...
DPF: Navigate to your User Defaults by clicking the dropdown menu on the right hand side next to your username.
...
Copy the Invoice OCR Email to your clipboard by highlighting the entire field.
...
2. When the invoice comes in to the AP team, the AP staff member will then forward the invoice email to the OCR email address.
Please note: you can send multiple invoices via the one email, as long as there are multiple PDF attachments. You cannot send one PDF that has multiple invoices within it.
3. The OCR tool will read the invoice and load it into Eclipse and DPF into the default batch.
...
| View file | ||
|---|---|---|
|
| Anchor | ||||
|---|---|---|---|---|
|
...