When scanning a document, Microsoft Forms Recognizer gives a confidence percentage to each value.
Coins ERP+ uses these when creating eCommerce transactions from scanned invoices. You can set the thresholds that must be met for each field before an OCRed invoice line can be auto-matched. You can set these globally using the EC parameter OCRVAL, and override these thresholds for individual suppliers.
To override thresholds for an individual supplier
Go to Organization Setup.
Enter the supplier and click Next (
).Open (
) the PLINV record.If at least one OCR image has been loaded on the system, this shows the OCR Settings Thresholds section.
OCR Settings Thresholds
In the OCR Matching field, choose Use Supplier Configuration.
In each of the other fields (for example, Article Code or Amount), enter the confidence percentage which that value must reach if the line is to be matched.
Save (
) the record.
Parameters
EC/OCRVAL
OCR threshold value (percentage)
When matching invoices received electronically via OCR MSFR service, which of the optional threshold values level do you want COINS to use to determine whether an invoice line value and a PO line match? The threshold values are set as percentages.
COINS can use the following checks to determine whether lines match:
PO number
ArtCode - Supplier's product code
Amt - Invoice line value (taking discount into account)
QTY - Quantity
Price - Unit price
SupRef - Supplier's ticket number
DelDate - Delivery date
WBS - WBS code (used in 2 way auto-matching criteria)
COINS will always check the purchase order number and supplier account have threshold values set to 100, but 2 - 8 are optional. This parameter takes a list of criteria to indicate which of these checks to include or omit.
For example: ArtCode=30, Amt=80, QTY=80, Price=80, SupRef=20, DelDate=20, WBS=10
You can also configure automatic electronic invoice threshold values for individual suppliers (at company level) using Organization Setup.