Editor Guide
NOTE : All data shown in this is fabricated for testing purposes
AIM Editor is the desktop application that allows you to manage your Automated Invoice templates. This guide will help you learn how to use the program
New AIM Config
Step 1
Launch AIM Editor and select a recent PDF Invoice of the supplier you wish to setup
Step 2
Once
opened, press "New Configuration", locate and bind the pre existing
supplier information from Agility with the "Supplier ID" Dropdown found
on the right side
Step 3
After
that. Click on one of the values on the left side. We should start with
"Purchase order number", click that and then head over to the invoice
side of the screen, drag a box over the area that shows the purchase
order number (carefully! as we want to avoid spilling!) Until a value
appears in that area
Step 4
Do
this for the rest of the boxes until you arrive at "Line" Note : If
freight charges don't apply to this invoice, click the toggle on field
to turn them off.
Step 5
Once
we've arrived at lines we will start telling the program where the
lines are and what values to pluck from them. We must be careful on
this step, as if we are too generous or not generous enough with the
line spacing, the program may miss decimal places with pricing!
Once we've drawn the outline of the line. We want to press the small pencil button on the right side.
Step 6
Similar
to the last steps, we want to outline the areas that the data will
arrive in. Make sure to be as generous as possible, while being careful
of decimal places. As some things can be longer in text than the example
you're using
Please note, as this very
real supplier doesn't use units or barcodes on their invoice. We want to toggle the setting to avoid looking for those, forgetting this will
break the program! Note the colour of the toggle.
White - On
Grey - Off
Step 7
After
we're finished. We want to press the tick mark to confirm we're happy
with the outlines we've made. This will return us to the main page.
We
then want to increase the amount of possible lines on the page. Make
sure to make it the maximum amount as to not miss any lines. Play around
with the "Lines per page" value until all lines are covered
Step 8
Once
that's done, congrats! You've made your first AIM Template. Before
hitting save, if you want to immediately make this supplier active in
the AIM Engine, 2 things will need to be done.
- The "Automatic Invoice
Processing Live" setting in Agility Pro.
- "Is Configuration Active" within AIMEditor.
Step 9
After that, just hit save! You're all finished.
NOTE : Please do not press "process" after saving. This may cause issues on the server side as AIM runs on a timed schedule.
Existing AIM Config
Editing an Existing AIM Config is as easy if not easier than making a new one!
Step 1
Locate an invoice you would like to use to update the template and load it in the AIMEditor
Step 2
Press
"Load Configuration" on the right side, this will take you to the
directory that stores all the existing templates. Select the one that
matches the supplier code within Agility Pro.
Step 3
And
you're done! What you do next is up to you. However, similar to the
last step, after you save please do not press "Process" as this may
cause issues within AIM on the server end.
If you have any issues, feedback or queries regarding AIM, please feel free to get in touch with us via our HelpDesk