Process

Pryme AP Automation is a service that interprets a pdf or an image and automatically creates an creates an electronic incoming document in Business Central.

Incoming documents is the inbox for your purchase invoice from the interpreted file.

Create incoming documents

You can create an Incoming document in Business central; by e-mail, or by uploading document.

E-mail

Send an e-mail with the attached invoice to the designated e-mail address for Purchase invoices. The invoice will be interpreted by the Pryme AP Automation service and the invoice will be updated in less than 5 minutes.

Upload a document

If you have the invoice stored on your computer, you can upload the file.

1. Choose the 🔎 icon, enter Incoming documents, and select the related link.
2. Procced with Send to AI Engine Service (under Actions -> AI Engine). The invoice will be interpreted by the Pryme AP Automation service and the invoice will be updated in less than 5 minutes.

Create purchase document

You can setup a workflow to automatically create the purchase documents. When you start using the app, it can be a good idea to initially create the purchase documents manually to understand the app’s workings and limitations of automation.

1. Choose the 🔎 icon, enter Incoming documents, and select the related link.
2. Select a purchase document and rewiew the details.
3. If any data is inaccurate, open Correct AI Engine data. Adjust the data as required, and Send AI Engine feedback.
4. Choose the Create Document to create the purchase document.

Handle errors in incoming documents

If an error is encoundtered, you must resolve it berofe manually creating the Purchase document.

Data incorrectly populated

If data was incorrectly populated, you must enter the process of Correct AI Engine data, which will correct and resend the corrected inputs to the AI Engine. The service will take this feedback into account when scanning future documents of the similar type.

New Vendor on the incoming document

If incoming documents have vendor details that do not align with the current vendor list, the incoming documents cannot successfully be turned into purchase invoices. To resolve this, you can create a new vendor directly from the incoming document. Vendor templates are available for use if needed.

1. In the Incoming Documents page, click the Create Vendor button in the header. You can also access this option by:
   • Clicking the error message related to missing vendor details.
   • Going to the Correct AI Engine data page of the incoming document and selecting the vendor from there.
2. The vendor list will appear. From the vendor list, either select an existing vendor or choose New to create a new vendor. Vendor templates are available for use.

Create a purchase document manually

When the data on the incoming document is correct you choose the Create Document action to create the purchase invoice. Once the document is created, you can implement the process for approvals using the workflows in Business Central.