Process automation - paper-based and virtual documents in SAP

Imagine: The data of all business-relevant documents, paper-pased e.g. invoices, orders,contracts, or virtual- emails, attachments, pdf-files are available to you for the direct use in SAP™ immediately after the receipt in your company. No media breaks, no time-consuming searching, no error-prone manual typing of data. The comparison of master data and further processes are carried out automatically.

Automated paper processing with inPuncto allows the digitalization of internal information flows transparently and without the modification of pre-defined business logic of SAP™. Diverse financial processes - from order, confirmation, delivery, incoming invoice and payment authorisation are covered.

The paper documents can be captured in single scans (biz²Scanner) or in bulk processing (biz²ScanServer) scenario. An innovative barcode and character recognition (OCR/BCR) mechanism runs over the scanning results, so that information of the relevant data fields is automatically recognized, manually confirmed, and forwarded to the respective accounting unit via the SAP™ workflow system. The validation process starts with the biz²Validator. Selectively read-out data can be checked for their accuracy and can be edited manually. The financial accountant can carry out the allocation of individual invoice items to other items. Several mouse clicks comprise the whole booking process.

Pict 1: Automated invoice processing; left- input data fields, right- scanned invoice image

Virtual incoming documents is an alternative for the automated document processing in SAP. Virtual invoices that income via emails (Microsoft Outlook or LotusNotes), attachments (different formats) are also covered by the inPuncto solution.

Highlights of the solution

• Complete integration in SAP™
• Redundancy-free development of additional functionalities
• Process control over the standad SAP workflow
• Integration of temporary and NON-SAP users
• Supports invoice processing with/without order number, as well as different types of documents such as delivery receipts, down payment request etc.
• "From an open user mask" / "in the background" accounting
• Communication- and comment- function
• Reminder function
• Generating of PDF workflow history list
• Central monitoring function -> ad-hoc managementreports (incoming acount book, invoice cockpit)
• Annotation- and comment- function inside the invoice cockpit