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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.

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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 in your production instead (see: One Generic OCR email address for the Production below at the end of this article).
  

• You can also set up a default Invoice batch for each user in Setup > both DPF or Eclipse:

  • Navigate to Setup → User Entry Defaults in DPF, or

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  • Navigate to 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:

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2. 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.

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DPF: Navigate to your User Defaults by clicking the dropdown menu on the right hand side next to your username.

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Then copy the Invoice OCR Email to your clipboard by highlighting the entire field and copying it.

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3. 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 You can send multiple invoices via invoice PDFs in the one email, as long as there are multiple PDF attachments. each Invoice is in a separate PDF file.

• You cannot send one PDF that has multiple invoices within it.

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• the same PDF file. Only one Invoice will be picked up and the others will be discarded if you do this.

4. The OCR tool will read the invoice and load it into Eclipse and DPF into the default batch.

45. If the OCR can find a PO number on the invoice, it will locate the corresponding Order and pull it in automatically.

• If no matching order is found, then the user can fetch the Order to match it to the Invoice, by clicking on the Edit button, and selecting the PO transfer icon.

56. Please see the attached flowchart for an example workflow of how Invoices can be processed.

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