01 • Grooper 2024 → Groopernomics 2024

Accounts Payable - Invoice Processing • 2024 (2024.05.10)


Description
This course was recorded using Grooper version 2024.

Accounts Payable • Invoice Processing is a course designed to teach the application of Grooper knowledge and techniques in a common, real world solution.

This is an advanced course that leverages a wide variety of capabilities of Grooper and assumes you will already have at least some level of familiarity with them. Due to this, it is highly encouraged, but not required, that you complete several of the courses offered in the three levels of Grooper A.C.E. (Architect, Consultant, and Engineer). The recommended list is as follows:
-Grooper A.C.E. • Architect
-Grooper A.C.E. • Consultant - Digital Documents and Data Integration
-Grooper A.C.E. • Consultant - Data Extraction for Structured Documents
-Grooper A.C.E. • Engineer - Label Sets

The above list should cover the main body of the course. There will also be supplementary lessons that cover more situational, or use-case specific, features of Grooper and would use knowledge gained from the following courses:
-Grooper A.C.E. • Consultant - Separation and Classification
-Grooper A.C.E. • Consultant - Table Extraction

It should also be stated that you will need to be able to interact with a SQL environment, so you will either need access to one installed on your network, or even just having SQL Express with SQL Management Studio on your local machine is totally fine.

This course leverages both Label Sets and PDF Data Mapping, which are premium features and require appropriate licensing.

In this course the main focus will be on collecting header level information from invoices and performing look-ups to supplement, calculate, or validate information. Supplemental material will include lessons that will cover topics such as email handling, IP and OCR, tabular extraction for line-item details, and 3-way P.O. matching.
Content
  • Introduction
  • Files to Download
  • Account Processing Overview
  • Course Overview
  • First Steps
  • Import the CSV to SQL
  • Acquire, Condition, and Organize
  • Creating General Value Extractors
  • Currency Extractor
  • Date Extractor
  • Generic Text Segment Extractor
  • Phone Number Extractor
  • Address Extractor (Part 1)
  • Address Extractor (Part 2)
  • Extraction for Generic Document Type
  • Setting Up the Model
  • Getting Invoice Amount for Generic Invoice
  • Getting "Remit To" for Generic Invoice
  • Order Of Operations
  • Completing Extraction For Generic Invoice (Part 1)
  • Completing Extraction For Generic Invoice (Part 2)
  • Using Label Sets
  • Label Sets Demonstration (Setup)
  • Label Sets Demonstration (Collecting Labels)
  • Getting Ready For Label Sets
  • Collecting Labels Instruction (Part 1)
  • Collecting Labels Instruction (Part 2)
  • Collecting Remaining Labels (Part 1)
  • Collecting Remaining Labels (Part 2)
  • Collecting Remaining Labels (Part 3)
  • Working with Database Lookups
  • Normalizing The Phone Number Format (Part 1)
  • Normalizing The Phone Number Format (Part 2)
  • Adding the Target Fields
  • Adding The Data Connection
  • Data Model Styling Using CSS
  • Vendorinfo Lookup
  • Creating The "InvoiceData" SQL Table
  • The DuplicateInvoice Field and Lookup
  • Configuring Duplicateinvoice Field To False
  • Delivering the Data
  • File Export Definition
  • Data Export Definition
  • Finishing the Batch Process
  • Creating the CMIS Connection
  • Exporting a Single Invoice
  • Configuring the Import Watcher
  • Processing the Production Batch
  • Email Integration
  • Exchange CMIS Connection
  • Acquire Email Via CMIS Import
  • Acquire Email Via Import Watcher
  • Type Definitions And Import Behavior
  • Execute - Expand Email Attachments
  • Execute - Body Expansion
  • Adjusting a Batch Process For Email
  • Working with Tables and Two Way Matching
  • Defining the Data Table
  • Creating Generic Column Headers (Part 1)
  • Creating Generic Column Headers (Part 2)
  • Setting Generic Header Overrides
  • Testing The Generic Invoice Extraction
  • Label Sets For Tabular Layout
  • Table Extraction Overrides (Part 1)
  • Table Extraction Overrides (Part 2)
  • Table Extraction Overrides (Part 3)
  • Table Extraction Overrides (Part 4)
  • Two Way Matching Using Lookups
Completion rules
  • All units must be completed