The easiest way to setup Continia Document Capture Purchase Order matching. An experienced consultant explains how to adjust your templates to perform automatic matching.
If you have Document Capture and you want to fully take benefit of all the automation possibilities of the Purchase order matching, this 1-session workshop is what you need! For ten years now, we organize Document Capture training for users on finance departments. To save time and cost, we have developed a series of online modular training through Teams. Users can record the sessions for later use, and we can be flexible in start and end time.
We work in your environment and use your invoices and orders during the training. This way, everyone understands the examples and the main benefit is that you can use the templates we have created together during training! This training is specifically for users who already have Document Capture and want to take the next step and automate the Purchase order matching process. This is including automatically assigning documents to Logistics or Purchase Dept. in case no receipt is in the system, or prices differ too much.
You can select modules of training from our AppSource offerings, finetuning your Continia Document Capture installation. We work with the following modules:
Base training Purchase approval Purchase Order matching and automatic assign to user feature Advanced Line Recognition Purchase Contracts Other Document Categories (create Sales Orders, update Purchase Orders based on a Sales Order confirmation)
These modules cover every inch of Document Capture. We also have bespoke training offerings if you need something more custom.
Deliverables for the purchase order matching Training: During the training day, work with the Finance team. We start with a check whether to make a second master template or not. Then we start creating a template for matching Purchase orders. We will cover the following topics: Scanning and translating PO numbers Template adjustments (perform auto match, Tolerances/Variances, other matching criteria) Integration with Purchase Approval (3-way-match skips approval) Rule based automatic assigning of documents to other users Line recognition and matching finetuning Reminder emails for assigned documents Possible integration with Advanced Line Recognition After this is done, together with IT, we move al our templates to the production environment and we are done with the training. If you have booked more modules, we will hand out the homework assignments for the next day of training and wait with the go-live until your last day of training.
Assumptions, Requirements & conditions: We ask you to prepare 10 (simple) invoices with different matching scenarios (complete match on qty and price, price is too high, qty difference etc.) The training is optimized for a max of 5-7 attendees. If more attendees wish to join the extra costs will be calculated based on an hourly fee. The go live is based on 1 to 3 companies. Additional companies can be added at extra cost.