Intelligent
Document
Recognition (IDR)
Intelligent Document Recognition
Many suppliers and customers send and receive Payables invoices electronically via
email. Oracle Fusion Cloud ERP offers Intelligent Document Recognition (IDR), a fully
integrated invoice recognition solution. It extracts invoice information from the
emailed documents to create invoices and imports them into Payables.
IDR provides a seamless and secure user experience and supports all stages of the
invoice lifecycle. As you use the IDR service, it uses machine learning to improve
the extraction. It learns from corrections that you make to invoices to understand
how to extract invoice fields when it receives future invoices from a supplier. As a
result, invoice recognition improves over time.
IDR enables our customers to quickly process supplier invoices from entry to
payment. This end-to-end solution requires minimal setup and configuration,
reducing the total cost of ownership and enhancing capital management.
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High-Level Product flow
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High-Level Product flow
1.IDR Inbox receives emails with invoices attached.
2.IDR processes the invoices and extracts the relevant information.
3.Invoices appear in the Scanned Information tile on the Invoices landing page with
one of the following statuses:
1.Incomplete: implies that they need attention
2.Not Validated: implies that all expected fields are recognized
4.You can correct the Incomplete invoices using the Interactive Viewer by selecting
the correct information on the invoice.
5.IDR learns from your corrections to improve extraction on subsequent invoices.
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Invoice Sample Copy
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Intelligent Document Recognition
Options
To use the integrated invoice imaging solution, you must have a designated email to send the
invoice images. You get one when you sign up for the Oracle Cloud Application Service.
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E-Mail Scanned Invoice to the
designated email
The suppliers can send the invoice images directly to the designated email.
If you receive paper invoices, prepare images from the invoices and send the images to the
email.
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Match Purchase order
Intelligent Document Recognition (IDR) systems are designed to automate the process of
creating invoices by matching them with the corresponding Purchase Orders (PO). IDR compares
the extracted invoice data with existing PO data to find a match.
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Oracle Web Center
This is where the email invoice first goes before importing to Oracle
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Run Import Payable Process
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Invoices landing page
You can see the number of scanned invoices in the Scanned infotile on the Invoices landing
Scanned
page invoices are arranged in aging buckets, when you click any of the numbers those
invoices are displayed in a table
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Review Invoice
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Review Tax details
You can see the number of scanned invoices in the Scanned infotile on the Invoices landing
Scanned
page invoices are arranged in aging buckets, when you click any of the numbers those
invoices are displayed in a table
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Review PO Details
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Review Remittance Bank Details
The vendor bank details will be defaulted from
supplier Master.
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Approve the Invoice
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Review Invoice Distribution Details
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Edit PO based IDR Invoice
Please note that for PO-based invoices, only the highlighted fields are editable (The header level amount and date,
as well as the line level dates). All other fields will be grayed out to prevent changes.
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Validate Invoices
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Create Accounting and View accounting
entries
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Thank
you!
