DocBits- IDP for Infor ERP
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  • Overview and Basics
    • DocBits
      • Key Features of DocBits
    • Architecture
      • DocBits Infor on Premise Customer
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    • Infor Infrastructure
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      • Testing Availability on Sandbox
    • FAQ
      • General Information
      • Document Processing
        • Table Extraction Troubleshoot
      • Infor LN (LN Integration)
        • Export Error: "Error Exporting Document to LN. Status Code: 500"
          • not found in direct debit
          • Request validation; Attr. 'ReceiptLine', Value " " : the value must be numeric.
      • Infor M3 (M3 Integration)
        • Costing elements are not properly configured. Please ask your admin to configure it.
      • Mandatory PDP/PPF Channels – PEPPOL as Transport Only for France’s 2026 E-Invoicing
  • End User and Partner Section
    • End User Section
      • Dashboard
        • Dashboard Tools
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        • Overview of Uploaded Documents
        • Task Counter
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      • Advance Shipment Dashboard
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      • User Configuration Options
      • AI Table
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      • Validation Screen
        • Automatic Checks on the Validation Screen
        • Fuzzy Data
        • QR Codes
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      • Purpose and Use
      • Purchase Order Matching Screen
        • Purchase Order Matching Tools
        • Automatic Purchase Order Data Matching
        • Supplier Item Number Map
        • Keyboard Shortcuts
      • Accounting for Cost Invoice and Indirect Sales
      • How to Import Documents
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    • Partner Section
      • Invoice Automation Testing with DocBits
  • Administration and Setup
    • Settings
      • Global Settings
        • Company Information
          • Defining App Color in Company Settings
        • Groups, Users and Permissions
          • Users
            • Modifying User Details
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            • How to create a Sub-Organization
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          • Configuring Single Sign-On (SSO)
            • Infor SSO Configuration
              • V1
              • V2
              • Azure SSO
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          • Best practices
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        • Document Types
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          • Activation
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          • Layout Manager
            • Purpose and Use
            • Navigating the Layout Manager
            • Configuring Field Properties
            • Using the Template Preview
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            • Best practices
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          • Document Sub Types
          • Creating a new Sub Type
          • Configure subtypes
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          • Table Columns
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          • Fields
            • Purpose and Use
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            • Configuring Field Properties
            • Setting Validation and Match Score
            • Best practices
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            • New Fields with Charges
          • Model Training
            • Purpose and Use: Model Training
            • Import Data: Model Training
            • Manage training data
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            • Best practices
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          • Regex
            • Purpose and use
            • Creating a Regex Pattern
            • Editing and Saving Regex Patterns
            • Best practices
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          • Script
          • Script Activation and Management
          • Testing Scripts
          • Purpose and Use
          • Creating and Editing Scripts
          • Best Practices
          • Troubleshooting
          • e-docs
            • Currently Supported E-Invoice Standards
              • Roadmap
            • E-Invoice examples
              • XRechnung 1.2
              • XRechnung 2.0
              • XRechnung 2.1
              • XRechnung 2.2
              • XRechnung 2.3
              • XRechnung 3.0
              • XRechnung Cross Industry Invoice
              • FacturX
            • EDI Settings: Overview & Benefits
              • EDI Structure Descriptor File Guide
                • EDI Structure descriptor
              • EDI Transformation File Guide
              • EDI Preview File Guide
              • EDI Extraction Paths File Guide
              • EDI Videos
              • EDI Mappings
                • EDI 810 (Invoice) Mapping
                • EDI 850 (Purchase Order) Mapping
                • EDI 855 (Purchase Order Acknowledgement) Mapping
                • EDI 856 (Advance Shipment Notice) Mapping
            • XRechnung
              • Standard Preview
              • Mapping XRechnung in DocBits
                • TOML Export
            • Peppol BIS Billing 3.0
              • Transformation file and Mapping
            • Faktura
            • ZUGFeRD 1.0, 2.1 and 2.3
            • eSLOG 1.6 and 2.0
          • More Settings
            • Purpose and use
            • Best practices
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            • Approval
              • Approval Stamp
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            • Purchase Order
              • PO Table in Layout Builder
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              • Export not matched PO lines
              • Purchase order tolerance settings / Additional purchase order tolerance
              • Purchase order disable statuses
              • Supplier Item Number Map - Admin Documentation
        • Email Notification
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        • Rule Manager
          • TransactionConfig Pro Template
            • Case 1, 2, 3: Quantity and Unit Price Within Tolerance
            • Case 4, 5: Quantity Within Tolerance, Unit Price Outside Tolerance (Approved)
            • Case 15: Charge Line - Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Header Charge - Charge Per Unit Outside Tolerance (Approved)
            • Case 12, 13: Header Charge - Charge Per Unit Within Tolerance
            • Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Charge Line - Charge Per Unit Outside Tolerance (Approved)
            • Charge Per Unit Within Tolerance
            • Case 11b: Quantity Outside Tolerance (Positive Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 10b: Quantity Outside Tolerance (Negative Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 8b, 9b: Quantity Outside Tolerance (Approved), Unit Price Outside Tolerance (Approved)
            • Case 11a: Quantity Outside Tolerance (Positive Rejected), Unit Price Within Tolerance
            • Case 10a: Quantity Outside Tolerance (Negative Rejected), Unit Price Within Tolerance
            • Case 7: Quantity Within Tolerance, Unit Price Outside Tolerance (Positive Rejected)
            • Case 6: Quantity Within Tolerance, Unit Price Outside Negative Tolerance (Rejected)
            • Case 8a, 9a: Quantity Outside Tolerance (Approved), Unit Price Within Tolerance
            • Case 15: Header Charge - Charge Per Unit Outside Tolerance (Rejected)
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      • When
        • Card description
        • Document Type Operation
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      • And
        • Compare with Purchase Order
          • Combined Price of Quantity Difference
          • Unit Price Combined with Fields
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          • Tax in document field
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          • Out of Tolerance Unit Price
          • Any / All Unit Price is
          • Item Id on Purchase Order
          • Supplier on Invoice
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        • Document Field
          • Checkbox is checked
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          • Today
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          • Continue with a chance
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          • Decision Table has Returns
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          • Document Status Condition List
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          • All Value of
          • Compare values in table
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      • Then
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          • Set Checkbox to
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        • Status
          • Change Status to
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          • Export with Export Configuration
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        • Task
          • Create a New Task and assign it to the User
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          • Create a New Task and assign it to the group
          • Create a New Task and assign it to the User in Document Field
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          • Assign to Procurement Group and Create a Task/Notification
          • Assign Document and Create Task/Notification for Group
          • Assign Document and Create Task/Notification for User
          • Assign Document and Create Task/Notification
        • Table
          • Change Entries with
          • Calculate Columns with
          • Calculate in
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          • Assign document to matching sub organization
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          • Assign document to procurement group
          • Assign document to
          • Assign Sequentially to User
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          • Assign Sequentially to Groups
          • Assign Sequentially to User/Group
        • Action
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          • Send HTTPS request to
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      • Workflow Example: Conditional Export Trigger
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        • Above Max Amount
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        • Less than Max Amount
        • Purchase Invoice - 2nd Approval Quantity Export
        • Purchase Invoice - 2nd Approval Quantity
        • Purchase Invoice - 2nd Approval Unit Price Export
        • Purchase Invoice - 2nd Approval Unit Price
      • Material Ordering and Processing Workflow
    • Setup
      • Document Types
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        • Regex Manager
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  • Infor Integration and Configuration
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
          • Purchase Order - FAQ
          • Verifying the Logistic Company Setting for Goods Receipt Discrepancies
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • How to import all suppliers
        • Table Extraction for costing Element
      • Custom Master Data
    • Exporting in DocBits
      • Export Module
      • Alternate Export
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Creating an IDM Mapping File
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
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      • Stream for Cloud Customers
      • Order Confirmation
      • Document Export Mapping
      • M3
        • Example Export M3
        • Handling Charges with Infor M3
        • M3 Configuration
      • LN
        • Example Export LN
          • Configuring the Default Tax Country for Export LN
        • Export Tax Codes to LN
        • LN Configuration
  • Advanced functions and tools
    • Scripting in DocBits
      • Calculating Total Charges Script for Docbits
      • Calculating Total Charges Script for Docbits
      • Delete lines with empty quantity and amount
      • Formatting Export Certificate Reference Numbers Script for Docbits
      • Functions
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
      • USD as Default Currency
    • Course
      • A Step-by-Step Guide
      • Connect DocBits with Infor SSO
      • Create your Custom App in Infor OS
      • Infor OS with DocBits API Integration
      • M3 Export
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    • Postman for DocBits
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    • PowerBI
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        • Custom classification document
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        • Inbound Emails
        • Chat Log
        • REST API Lookup Configurations
        • FTP Import Configurations
        • Purchase Order line
        • Receive delivery line
        • Document Script activation status
        • Field validation rules
        • Custom_classification_document_label
        • Training data
        • Tfidf preferences
        • Additional charge costing element
        • PO match tolerance
        • Auto test document
        • Custom classification tag
        • Supplier address
        • Organisation document type
        • Sub Organisation Cache
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  • Purpose:
  • Components of the Card:
  • Additional Components in Version 4:
  • Functionality:
  • Setup and Configuration:
  • Example Scenario:
  • Conclusion:

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  1. Administration and Setup
  2. Workflow
  3. And
  4. Compare with Purchase Order

Any / All Unit Price is

PreviousOut of Tolerance Unit PriceNextItem Id on Purchase Order

Last updated 6 months ago

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Purpose:

This workflow card is used to compare the unit price in a document against the unit price in a purchase order, ensuring that prices align within defined tolerance levels. The comparison can trigger actions if the unit price does not meet expectations. Version 4 adds more flexibility by allowing users to choose different entities for comparison, providing a deeper level of control over pricing and procurement processes.

Components of the Card:

  1. Any / All:

    • Description: Defines whether the condition applies to any or all instances where the unit price is compared.

    • Options:

      • Any: The condition is met if any unit price meets the specified comparison condition.

      • All: The condition is met only if all unit prices meet the specified comparison condition.

  2. Operator:

    • Description: Defines the condition for comparing the unit price against the specified value.

    • Options:

      • Equals (=): Verifies if the unit price matches the specified value.

      • Not Equals (≠): Ensures the unit price is different from the specified value.

      • Greater Than (>): Verifies if the unit price is greater than the specified value.

      • Greater or Equals (≥): Verifies if the unit price is greater than or equal to the specified value.

      • Lesser Than (<): Verifies if the unit price is less than the specified value.

      • Lesser or Equals (≤): Verifies if the unit price is less than or equal to the specified value.

Additional Components in Version 4:

Comparison Type:

  • Description: Allows users to choose what entities will be compared in addition to the unit price.

  • Options:

    • Purchase Order to Document: Compares the unit price in the purchase order with the unit price in the document.

    • Received to Document: Compares the received quantity to the unit price in the document.

    • Purchase Order to Received: Compares the unit price in the purchase order with the received quantity.

Functionality:

  • Condition Evaluation: The system compares the unit price in the document to the unit price in the purchase order (or other selected entity, in Version 4) based on the selected operator. If the comparison is true, the workflow proceeds according to the next steps, either triggering approval or stopping the process.

  • Action Execution:

    • True Condition: If the condition evaluates to true (e.g., unit price in the document is greater than the specified value), the workflow will proceed with the true action (e.g., approval, document processing).

    • False Condition: If the condition evaluates to false (e.g., unit price in the document does not meet the comparison), the workflow will not proceed.

Setup and Configuration:

  • Version 3 Setup: Users configure the card by selecting the unit price in the document, choosing the appropriate operator to define how the unit price will be compared to the specified value, and setting the value to compare against. Additionally, users select whether the condition applies to any or all instances of the unit price comparison.

  • Version 4 Setup: In Version 4, users have the additional option to select the Comparison Type. This allows them to define the entities to compare, such as Purchase Order to Document, Received to Document, or Purchase Order to Received. This enhances the flexibility of the card to compare unit prices in more complex scenarios.

Example Scenario:

  • Version 3 Example:

    An invoice shows a unit price of $50. The related purchase order has a unit price of $45. The card compares the two unit prices using the "Greater Than" operator. Since the unit price in the document ($50) is greater than the unit price in the purchase order ($45), the workflow will trigger the true condition (e.g., send the document for review).

  • Version 4 Example: An invoice shows a unit price of $50, and the related purchase order authorized a unit price of $45. Additionally, the received quantity is 60 units. The card compares the received quantity to the document's unit price using the "Greater Than" operator. Since the received quantity (60) is greater than the unit price ($50), the workflow triggers the true condition, and the document is flagged for further review.

Conclusion:

Version 3 of the "Unit Price Comparison" workflow card is designed to ensure that unit prices in documents align with those in purchase orders, triggering actions based on defined conditions. Version 4 extends this functionality by introducing more complex comparison options, such as comparing purchase orders to documents, received quantities to documents, and purchase orders to received quantities. This added flexibility allows organizations to handle more sophisticated pricing and procurement scenarios, improving control and accuracy in their workflows.