In my previous blogpost, I reviewed the AP Document Recognition feature in Acumatica 2020 R2 and the way it uses Artificial Intelligence /Machine Learning to recognize information on a submitted document. It has the benefit of speeding up AP bill creation while minimizing data entry error.
In Acumatica 2021 R1, Acumatica improves this feature on the document line of the bill, specifically on searching for an inventory ID by its alternate ID. Previously, when the recognition service cannot match an inventory ID to the stock or non-stock item ID in the system, it leaves the field empty in the Details area of the Incoming Documents form. Users can look up an appropriate inventory ID to use for that AP document. However, this is an ad-hoc approach and AI/ML cannot reliably create pathways with unlimited possibilities of vendor ID.
The improvement in 2021 R1 works on cross referencing the inventory ID of a stock or non-stock item and an alternate ID used by the vendor. This information is found on the Cross-Reference tab of the item’s form.
The new Alternate ID column has been added to the table in the Details area of the Incoming Documents form. The recognition service inserts the ID on each document line of the bill into the Alternate ID column. The system searches for the inventory item by the alternate ID. If they were cross-referenced, the system can add the inventory ID to the table.
The improved feature has another benefit to auto-create new cross-reference. If the system cannot find an inventory ID associated with the specified alternate ID, the user can manually select the correct inventory ID for the record. After the recognized document converts into an AP document and it is saved, the system adds a ‘Vendor Part Number’ record for the alternate ID on the Cross-Reference tab of the Stock Items or Non-Stock Items form.
Figure 1. The system-added cross-reference with the alternate ID for the inventory item
Please contact us at CNS if you have any questions.
Eric.