RE: [U2] Automatic Invoice - PO Matching Software

2008-11-18 Thread Les Hewkin
Forgot to mention we use 1mage for our image storage.  


Les Sherlock Hewkin 
Project Manager
Group Financial Systems
I.T. Department
Rye Hill House
T 01604 592289 
M 07917 856195

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Tom Dodds
Sent: 17 November 2008 19:38
To: u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

You might want to check out 1mage at http://www.1mage.com/.  They can do
the whole nine yards of paperless office all in UniVerse.

Tom 


-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Morawa, Hans
Sent: Monday, November 17, 2008 4:28 AM
To: u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

Hi Tony,

To put my enquiry into perspective I simply looking for a electronic
invoice processing system. The product needs to able to scan invoices
regardless how they are delivered, whether they arrive electronically,
or by fax or by email or mail, and then automatically match them to
purchase orders based on captured information. This product needs to be
able to integrate seamlessly with UniVerse. Regardless of how invoices
are delivered they all need to be handled in the same way. There are
products out there servicing the SAP and Oracle systems of the world and
I'm looking for similar functionality without having a massive issue of
integrating it with UniVerse. Hence my question to our fellow list
members.

Cheers,
Hans

 

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Tony G
Sent: Monday, 17 November 2008 6:35 PM
To: u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

 From: Hans Morawa
 We are looking for a electronic invoice processing system that
matches
 invoice with purchase orders automatically and works on/or with
a
 UniVerse platform and is available in Australia.

( Really hoping I'm not missing something obvious. *gulp* )

Hans, I don't understand the request.  Are you looking for bar coding or
image processing so that you can scan documents and have them match up
with other documents?  Can you give us an example of your business flow
so that we can recommend something that fits?

Tony Gravagno
Nebula Research and Development
TG@ remove.pleaseNebula-RnD.com
Nebula RD sells mv.NET and other Pick/MultiValue products worldwide,
and provides related development and training services
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RE: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Tony G
 From: Hans Morawa
 We are looking for a electronic invoice processing system that
matches
 invoice with purchase orders automatically and works on/or with
a
 UniVerse platform and is available in Australia.

( Really hoping I'm not missing something obvious. *gulp* )

Hans, I don't understand the request.  Are you looking for bar
coding or image processing so that you can scan documents and
have them match up with other documents?  Can you give us an
example of your business flow so that we can recommend something
that fits?

Tony Gravagno
Nebula Research and Development
TG@ remove.pleaseNebula-RnD.com
Nebula RD sells mv.NET and other Pick/MultiValue products
worldwide,
and provides related development and training services
---
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Re: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Mats Carlid
Tony,

obvious or not - I think You missed something.

Electronic invoices  are common goods in some coutnries.
Here in Sweden even for personal invoices - e.g. I get
my electricity bill as a message when i log in to my bank.

Business is moving on and some large companies will not
accept invoices on paper beginning  this new year.

and now it's coming down under...

-- mats

Tony G skrev:
 From: Hans Morawa
 We are looking for a electronic invoice processing system that
 
 matches
   
 invoice with purchase orders automatically and works on/or with
 
 a
   
 UniVerse platform and is available in Australia.
 

 ( Really hoping I'm not missing something obvious. *gulp* )

 Hans, I don't understand the request.  Are you looking for bar
 coding or image processing so that you can scan documents and
 have them match up with other documents?  Can you give us an
 example of your business flow so that we can recommend something
 that fits?

 Tony Gravagno
 Nebula Research and Development
 TG@ remove.pleaseNebula-RnD.com
 Nebula RD sells mv.NET and other Pick/MultiValue products
 worldwide,
 and provides related development and training services
 ---
 u2-users mailing list
 u2-users@listserver.u2ug.org
 To unsubscribe please visit http://listserver.u2ug.org/
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Re: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread MAJ Programming
This sounds like some format of EDI, whereby either the fields are mapped
programmatically or there are published standards (214's etc) that both
sides can follow.

IMHO even with EDI being in the US for the last 20+ years, it still usually
comes down to manual programming. At least that's my experience for the last
2 decades with the roughly 40 EDI imports/exports that I've worked with.

First you would need to identify some third-party 'standards', ie the data
facilitators, then look to existing MV code from there.

My 2 cents,
Mark Johnson
- Original Message -
From: Morawa, Hans [EMAIL PROTECTED]
To: u2-users@listserver.u2ug.org
Sent: Monday, November 17, 2008 5:28 AM
Subject: RE: [U2] Automatic Invoice - PO Matching Software


 Hi Tony,

 To put my enquiry into perspective I simply looking for a electronic
 invoice processing system. The product needs to able to scan invoices
 regardless how they are delivered, whether they arrive electronically,
 or by fax or by email or mail, and then automatically match them to
 purchase orders based on captured information. This product needs to be
 able to integrate seamlessly with UniVerse. Regardless of how invoices
 are delivered they all need to be handled in the same way. There are
 products out there servicing the SAP and Oracle systems of the world and
 I'm looking for similar functionality without having a massive issue of
 integrating it with UniVerse. Hence my question to our fellow list
 members.

 Cheers,
 Hans



 -Original Message-
 From: [EMAIL PROTECTED]
 [mailto:[EMAIL PROTECTED] On Behalf Of Tony G
 Sent: Monday, 17 November 2008 6:35 PM
 To: u2-users@listserver.u2ug.org
 Subject: RE: [U2] Automatic Invoice - PO Matching Software

  From: Hans Morawa
  We are looking for a electronic invoice processing system that
 matches
  invoice with purchase orders automatically and works on/or with
 a
  UniVerse platform and is available in Australia.

 ( Really hoping I'm not missing something obvious. *gulp* )

 Hans, I don't understand the request.  Are you looking for bar
 coding or image processing so that you can scan documents and
 have them match up with other documents?  Can you give us an
 example of your business flow so that we can recommend something
 that fits?

 Tony Gravagno
 Nebula Research and Development
 TG@ remove.pleaseNebula-RnD.com
 Nebula RD sells mv.NET and other Pick/MultiValue products
 worldwide,
 and provides related development and training services
 ---
 u2-users mailing list
 u2-users@listserver.u2ug.org
 To unsubscribe please visit http://listserver.u2ug.org/

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RE: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Charles_Shaffer
I am very interested in the data capture part of this.  The Universe 
integration should be doable with UniObjects.  PO/Invoice matching will be 
application specific, but doable.  Capturing data from electronic 
documents should be doable as well,  Being able to capture data off of 
paper documents is something we have done some work on here.  The ICR 
product we use will only capture data on a strictly formatted document. We 
would be interested in an application that could recognize a variety of 
formats especially if hand written information is included.

I am interested in how others have approached this.

Charles Shaffer
Senior Analyst
NTN-Bower Corporation




Morawa, Hans [EMAIL PROTECTED]
Sent by: [EMAIL PROTECTED]
11/17/2008 04:28 AM
Please respond to u2-users

 
To: u2-users@listserver.u2ug.org
cc: 
Subject:RE: [U2] Automatic Invoice - PO Matching Software


Hi Tony,

To put my enquiry into perspective I simply looking for a electronic
invoice processing system. The product needs to able to scan invoices
regardless how they are delivered, whether they arrive electronically,
or by fax or by email or mail, and then automatically match them to
purchase orders based on captured information. This product needs to be
able to integrate seamlessly with UniVerse. Regardless of how invoices
are delivered they all need to be handled in the same way. There are
products out there servicing the SAP and Oracle systems of the world and
I'm looking for similar functionality without having a massive issue of
integrating it with UniVerse. Hence my question to our fellow list
members.

Cheers,
Hans

 

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Tony G
Sent: Monday, 17 November 2008 6:35 PM
To: u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

 From: Hans Morawa
 We are looking for a electronic invoice processing system that
matches
 invoice with purchase orders automatically and works on/or with
a
 UniVerse platform and is available in Australia.

( Really hoping I'm not missing something obvious. *gulp* )

Hans, I don't understand the request.  Are you looking for bar
coding or image processing so that you can scan documents and
have them match up with other documents?  Can you give us an
example of your business flow so that we can recommend something
that fits?

Tony Gravagno
Nebula Research and Development
TG@ remove.pleaseNebula-RnD.com
Nebula RD sells mv.NET and other Pick/MultiValue products
worldwide,
and provides related development and training services
---
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To unsubscribe please visit http://listserver.u2ug.org/

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RE: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Les Hewkin
Hi we use an OCR product called Invoices from Readsoft. This looks for
the data you want and captures it. It then remembers the format for the
supplier. The best thing is it works. We do 1.5 million invoices a year
like this. It produces a csv file containing the captured data and
details of where to find the image. We capture the line item details as
well as the header details. 

Les Sherlock Hewkin 
Project Manager
Group Financial Systems
I.T. Department
Rye Hill House
T 01604 592289 
M 07917 856195

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of
[EMAIL PROTECTED]
Sent: 17 November 2008 15:24
To: u2-users@listserver.u2ug.org
Cc: [EMAIL PROTECTED]; u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

I am very interested in the data capture part of this.  The Universe
integration should be doable with UniObjects.  PO/Invoice matching will
be application specific, but doable.  Capturing data from electronic
documents should be doable as well,  Being able to capture data off of
paper documents is something we have done some work on here.  The ICR
product we use will only capture data on a strictly formatted document.
We would be interested in an application that could recognize a variety
of formats especially if hand written information is included.

I am interested in how others have approached this.

Charles Shaffer
Senior Analyst
NTN-Bower Corporation




Morawa, Hans [EMAIL PROTECTED] Sent by:
[EMAIL PROTECTED]
11/17/2008 04:28 AM
Please respond to u2-users

 
To: u2-users@listserver.u2ug.org
cc: 
Subject:RE: [U2] Automatic Invoice - PO Matching
Software


Hi Tony,

To put my enquiry into perspective I simply looking for a electronic
invoice processing system. The product needs to able to scan invoices
regardless how they are delivered, whether they arrive electronically,
or by fax or by email or mail, and then automatically match them to
purchase orders based on captured information. This product needs to be
able to integrate seamlessly with UniVerse. Regardless of how invoices
are delivered they all need to be handled in the same way. There are
products out there servicing the SAP and Oracle systems of the world and
I'm looking for similar functionality without having a massive issue of
integrating it with UniVerse. Hence my question to our fellow list
members.

Cheers,
Hans

 

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Tony G
Sent: Monday, 17 November 2008 6:35 PM
To: u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

 From: Hans Morawa
 We are looking for a electronic invoice processing system that
matches
 invoice with purchase orders automatically and works on/or with
a
 UniVerse platform and is available in Australia.

( Really hoping I'm not missing something obvious. *gulp* )

Hans, I don't understand the request.  Are you looking for bar coding or
image processing so that you can scan documents and have them match up
with other documents?  Can you give us an example of your business flow
so that we can recommend something that fits?

Tony Gravagno
Nebula Research and Development
TG@ remove.pleaseNebula-RnD.com
Nebula RD sells mv.NET and other Pick/MultiValue products worldwide,
and provides related development and training services
---
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To unsubscribe please visit http://listserver.u2ug.org/

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RE: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Charles_Shaffer
Lee,

Thanks.  I will definitely check this out.  I am guessing that you take 
the CSV files and site specific processing with them.

 Hi we use an OCR product called Invoices from Readsoft.

Charles Shaffer
Senior Analyst
NTN-Bower Corporation
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RE: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Glen Batchelor
  We transform nearly everything into either PDF or PS and attach it using
automatic or manual PDF attachments which is just a list of PDF keys in
each respective item. If you're on Linux I can shoot you some pointers on
how to do it yourself with free Linux tools and a couple for-fee tools.

  I hope that your PO number is visually unique, because it will be
difficult to locate and match by text in any OCR unless it's:

1) in the same physical place on every invoice
2) always starts or ends with the same unique string

  Many newer OCR+PDF convertor software apps support barcode detection, but
the best I've made use of it is to have the barcode show up better in the
final PDF. I've not used it to route paperwork, yet.


Glen Batchelor
IT Director
All-Spec Industries
 phone: (910) 332-0424
   fax: (910) 763-5664
E-mail: [EMAIL PROTECTED]
   Web: http://www.all-spec.com
  Blog: http://blog.all-spec.com

 -Original Message-
 From: [EMAIL PROTECTED] [mailto:owner-u2-
 [EMAIL PROTECTED] On Behalf Of Morawa, Hans
 Sent: Monday, November 17, 2008 5:28 AM
 To: u2-users@listserver.u2ug.org
 Subject: RE: [U2] Automatic Invoice - PO Matching Software
 
 Hi Tony,
 
 To put my enquiry into perspective I simply looking for a electronic
 invoice processing system. The product needs to able to scan invoices
 regardless how they are delivered, whether they arrive electronically,
 or by fax or by email or mail, and then automatically match them to
 purchase orders based on captured information. This product needs to be
 able to integrate seamlessly with UniVerse. Regardless of how invoices
 are delivered they all need to be handled in the same way. There are
 products out there servicing the SAP and Oracle systems of the world and
 I'm looking for similar functionality without having a massive issue of
 integrating it with UniVerse. Hence my question to our fellow list
 members.
 
 Cheers,
 Hans
 
 
 
 -Original Message-
 From: [EMAIL PROTECTED]
 [mailto:[EMAIL PROTECTED] On Behalf Of Tony G
 Sent: Monday, 17 November 2008 6:35 PM
 To: u2-users@listserver.u2ug.org
 Subject: RE: [U2] Automatic Invoice - PO Matching Software
 
  From: Hans Morawa
  We are looking for a electronic invoice processing system that
 matches
  invoice with purchase orders automatically and works on/or with
 a
  UniVerse platform and is available in Australia.
 
 ( Really hoping I'm not missing something obvious. *gulp* )
 
 Hans, I don't understand the request.  Are you looking for bar
 coding or image processing so that you can scan documents and
 have them match up with other documents?  Can you give us an
 example of your business flow so that we can recommend something
 that fits?
 
 Tony Gravagno
 Nebula Research and Development
 TG@ remove.pleaseNebula-RnD.com
 Nebula RD sells mv.NET and other Pick/MultiValue products
 worldwide,
 and provides related development and training services
 ---
 u2-users mailing list
 u2-users@listserver.u2ug.org
 To unsubscribe please visit http://listserver.u2ug.org/
 
 _
 This e-mail has been scanned for viruses by MessageLabs.
 
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 should notify the sender immediately and delete the email from your
 computer. Whilst we have taken precautions to alert us to the presence of
 computer viruses, we cannot guarantee that this email and any files
 transmitted with it are free from such viruses.
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RE: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Steven Horwitz
Hi Hans,

You may want to look at an imaging software that used to be called Optio IDC
Enterprise. Optio Software was acquired by Bottomline technologies.  The
software engine is the best I have seen for imaging repeating data (fax and
print).  You set it once for one trading partner and it teaches itself for
the next partner.  It takes it's template (which is called a fingerprint)
and learns the new locations for the new business partner.  Slick.  It will
create an XML file which is perfect for conversion to U2 format.

Contact Pete Heydt, [EMAIL PROTECTED] at Bottomline Technologies (770)
576-3602 Atlanta, GA, USA.  He can get you in touch with a local
representative.
 
Steven Horwitz

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Morawa, Hans
Sent: Monday, November 17, 2008 2:28 AM
To: u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

Hi Tony,

To put my enquiry into perspective I simply looking for a electronic
invoice processing system. The product needs to able to scan invoices
regardless how they are delivered, whether they arrive electronically,
or by fax or by email or mail, and then automatically match them to
purchase orders based on captured information. This product needs to be
able to integrate seamlessly with UniVerse. Regardless of how invoices
are delivered they all need to be handled in the same way. There are
products out there servicing the SAP and Oracle systems of the world and
I'm looking for similar functionality without having a massive issue of
integrating it with UniVerse. Hence my question to our fellow list
members.

Cheers,
Hans

 

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of Tony G
Sent: Monday, 17 November 2008 6:35 PM
To: u2-users@listserver.u2ug.org
Subject: RE: [U2] Automatic Invoice - PO Matching Software

 From: Hans Morawa
 We are looking for a electronic invoice processing system that
matches
 invoice with purchase orders automatically and works on/or with
a
 UniVerse platform and is available in Australia.

( Really hoping I'm not missing something obvious. *gulp* )

Hans, I don't understand the request.  Are you looking for bar
coding or image processing so that you can scan documents and
have them match up with other documents?  Can you give us an
example of your business flow so that we can recommend something
that fits?

Tony Gravagno
Nebula Research and Development
TG@ remove.pleaseNebula-RnD.com
Nebula RD sells mv.NET and other Pick/MultiValue products
worldwide,
and provides related development and training services
---
u2-users mailing list
u2-users@listserver.u2ug.org
To unsubscribe please visit http://listserver.u2ug.org/

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RE: [U2] Automatic Invoice - PO Matching Software

2008-11-17 Thread Tony G
 From:Glen Batchelor
 I hope that your PO number is visually unique, because 
 it will be difficult to locate and match by text in 
 any OCR unless it's:
 
 1) in the same physical place on every invoice
 2) always starts or ends with the same unique string
 
 Many newer OCR+PDF convertor software apps support 
 barcode detection, but the best I've made use of it is 
 to have the barcode show up better in the final PDF. 
 I've not used it to route paperwork, yet.

The responses so far explain my confusion.  There are email text
invoices, Emails with attachments in various formats, Fax, hard
copy, EDI, XML according to OASIS or proprietary standards, web
services...  The data acquisition will be unique for each medium,
so the notion of having one software package to do it all seemed
a bit magical.

Ignoring the electronic EDI/XML types, I think all of the other
document formats can be scanned physically if they're not in
digital format already, then as others suggest they can be OCR'd,
but the software needs to be trainable if the process is to be
automated, since all vendors have different document formatting
and you will find the invoice number in different places.

As to a solution that does that optical scanning part,
http://kofax.com/ has various offerings, and we have researched
something like this for a client and the best tools for
development that we found were on this site:
http://www.leadtools.com/home2/VertMkts/LTProdOvrvw.htm.  Since
those are components, a solution would need to be written around
them.  If you're looking to spend tens of thousands of dollars on
this (and that's not unusual in this area) then you might prefer
a less expensive DIY solution.  While I offered to write a
solution using LeadTools, our client never took it past the
investigation stage, so I can't comment as to whether making or
buying is more effective.

One thing that came loud and clear out of that research - don't
skimp on the scanning tools: a low-quality or low-resolution
scanner on the front-end will create a need for lots of manual
intervention to resolve errors later.  Get good equipment
up-front so the OCR-related software has good bits to work with.
And before purchasing a solution, do a trial with a wide variety
of your documents so that you can be sure it is fast enough and
accurate enough for your purpose.

As to document management with indexing after you have some
metadata, there are many products like http://docuxplorer.com/
which can be integrated with Universe, and http://www.1mage.com/
specializes in the MV market.

It may help to separate out the tasks in order to create a better
definition of what you're looking for.  These include data
acquisition, digital scanning, data scanning, indexing, and
retrieval.  Any solution should provide an API, and make the
indexing and retrieval part with Universe fairly trivial compared
to the rest of the package.

I hope that helps.

Tony Gravagno
Nebula Research and Development
TG@ remove.pleaseNebula-RnD.com
Nebula RD sells mv.NET and other Pick/MultiValue products
worldwide,
and provides related development and training services

(Nebula RD does not sell any of the offerings mentioned and has
no affiliation with any of the companies.)
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