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Short guide: Industry and manufacturing
Checking delivery notes against the order by hand? The variance per item is already there. Delivery notes, mill certificates, test reports and drawings arrive at the gate, by mail and by email.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For production, purchasing and quality.
Key facts
- Scans from the gate and the mailbox
- Recognize the type
- Read line items and batches
- Match against the order
- Find the certificate for a batch
Questions and answers
Frequently asked questions about this download
Do we need a template per supplier?
You describe the fields once, and the IDP Agent reads them by content, even in a new layout. Test with delivery notes from several suppliers before the agent runs automatically.
What does the match against the order need?
Order, delivery note and invoice in the same workspace, with an identically spelled order reference. For quantities and prices, line items need the same item number on all three documents. Without line items, the match compares the header amount.
Are batch and serial numbers read?
Yes, if the delivery note shows them. The “Analyze Delivery Note” template reads them as columns of the line item table. For certificates and test reports, you add the batch as a field of its own, described in plain words.
What about stamped and handwritten documents?
AI-OCR also reads scans and photos. With AI-DMS Ultra, handwriting, stamps and signatures are added as separate details on the document. Check values from handwriting against the original before they go into the ERP.
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