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Account Payable is a sample business process that harvests a set of invoices from the Invoice Plane application, saves the invoices to an S3 emulated bucket, converts the invoices to HTML format, and submits them as HTML files to WorkSpace to be processed as a manual task by a Worker.
To view and change if needed the input data, do as follows.
To start the business process, go to the Run tab.
Go to the Design tab to see the entire business process workflow and check each particular step (Task or Rule).
Tasks can incorporate variables, which are used to transfer the data from one task to another, or identify an external source (for example, predefined S3 bucket) for the task input data. Such variables are declared externally, for example, in configuration files, and not included to the input data for the business process.
In such case, you will see the warning message as below. The warning message is redundant, so you can skip it.
The workflow of the current business process consists of the following steps.
Double click a task to see its structure and properties.
Let's look at the business process workflow in detail.
Workflow is initiated and started.
Step 2 is a bot task.
Create the links to invoices (Output data).
Step 3 is a rule to split the data acquired in Step 2 to process each document separately.
Step 4 is a bot task used to save the invoices (image files) from the links collected at Step 2 to the S3 file storage bucket. The links to the invoices in the local S3 File Storage are provided as the input data to the next step.
Step 5 is a bot task to recognize the image files (invoices) located in the local S3 File Storage (via
s3_invoice_link) and convert them into HTML format via the OCR plugin.
When the invoices are recognized, the Workers will not enter the information from image by hand, but select the information with the mouse and mark it with the respective tags. In this way, the tasks can be accomplished much faster and chances of human errors are significantly minimized.
Upon step completion, a manual task is created in WorkSpace to be fulfilled by a Worker as described in Step 6.
Step 6 is a manual task for a Worker to extract the information from the invoices.
The manual task is carried out by a Worker in WorkSpace (Open Workspace), where the Worker who accepted the task should properly mark the respective text in the invoice (answer the questions) to extract these data. The input data are HTML files created by the OCR plugin. Each file is processed separately.
You can find more information about Manual Tasks in Information Extraction Online User Guide.
Log in to WorkSpace using your credentials.
The following text fields should be extracted:
As all the invoices have been processed, the manual task is complete. Then the workflow proceeds to the final step.
To finish the business process, the manual task must be completed in WorkSpace.
When all the business process tasks are complete and submitted, the business process finishes.
During business process execution, you can check the execution results for the entire business process and for each particular task.
invoicelink– records with links to invoices collected at Step 2 and split at Step 3
s3_invoice_link– links to invoices in the S3 file storage from Step 4
records created by OCR at Step 4:
content_url – links to invoices to be recognized by OCR
content – content of invoices recognized by OCR
html_content – invoices converted to HTML
html_content_tagged – invoices in HTML with tagged fields for information extraction created in the manual task at Step 6
extracted information after the manual task completed at Step 6:
invoice_date – invoice date
invoice_number – invoice number
bill_to – company name
billing_address – company address
invoice_amount – invoice total sum
invoice_currency – invoice currency
If a step fails, or there are any other issues that prevent the business process from completion, refer to Crash Course in Business Processes.