Overview
In any Accounts Payable process, the Purchase Order communicates the goods you are ordering to your Vendor, along with communicating to your own internal Accounts Payable staff what was ordered to ensure only invoices properly billed are paid. This pre-canned workflow will enable you to scan and store Purchase Orders. By enabling your Purchasing staff to scan and store these documents, you can easily reference them digitally to help decide when an invoice is ready to payNo document is more important in your order process then the customer’s Purchase Order. Any order received from a customer must be handled with great care and visiblity at all levels is important to a stable and smooth fulfillment process. This workflow helps to improve that process by delivering automation around the capture of Accounts Receivable Purchase Orders. Purchase Orders can be imported from a source, such as email or hotfolder, then automatically extracted and stored in Square 9’s Business Essentials database structure, allowing you to have easy access to newly received Customer Purchase Orders.
Order Processing is the most important process in an organization, one that requires an attention to detail. Building a proper process around capturing and routing a customer’s purchase orders is paramount to ensure orders are billed, fulfilled and delivered.
Adding the Workflow
Adding the workflow to GlobalCapture is easy using This workflow can be downloaded directly from Square 9’s Cloud Solution Delivery Network. Click here to learn how to download Square 9’s pre-built workflows.
Modifying the Workflow For Your Environment
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Your workflow is built for the Square 9 Business Essentials platform and your documents should be released to the “Accounts Payable” archive.
Process Overview
Adding the workflow to GlobalCapture is easy using Square 9’s Solution Delivery Network.
Document Import
Documents are imported based on how you configure your import node, but can be ingested into your workflow in multiple ways, including email, desktop scanner, or watchfolder import.
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This workflow supports separation and reading of documents using Templates. Documents are expected to come into the workflow pre-separated, contain Square 9 Barcode Separators or leverage template separation such as knowing when to separation when a value changes, such as PO Number.
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