AIM - Supplier Invoice Suitability
Introduction
The AIM Software is designed to read supplier invoices. There are several key things that must be met for invoices to be successfully read. This article explains what to look for in a suppliers invoice, to determine if it is suitable. If the supplier invoices are found suitable, it is not 100% guaranteed that all can be read.
The percentage of invoices from a supplier that the software is able to successfully read is called the Supplier Read Rate (SRR). The more suitable the invoices, the better SRR we can expect.
The percentage of invoices from a supplier that the software is able to successfully read is called the Supplier Read Rate (SRR). The more suitable the invoices, the better SRR we can expect.
The percentage of invoices what can be successfully process is the Supplier Process Rate (SPR).
Select Supplier Invoices
Select a few supplier invoices. They must be in PDF format. Ideally 3 or 4 invoices, as there may issues which do not show on a single invoice.
Key Points to Check
Purchase order Number
Ensure the Agility purchase order number shows on the invoice.
Date Format
Ensure the date is in european format ie. DD/MM/YYY. American date formats can be be read incorrectly.
Line Spacing
AIM reads the invoices lines in boxes, so each line must fit in a box. Some of the issues that would make invoice lines unsuitable are: varying heights, or they have notes or different spacing.
Not suitable. Lines do not have even spacing.
Suitable. Lines have even spacing.
Floating Totals
The totals (net, vat, gross) must be in a fixed place. If they move about the page, then it is not suitable for AIM.
Unsuitable. The totals are at the end of the lines. This will move depending on the number of lines.
Suitable. The totals are displayed in a fixed position.
If you are unsure if an invoice is suitable or not, please send it to the helpdesk (helpdesk@agility-software.com) and we can check it.
What's Next?
If the suppliers invoices are suitable, the next step is configuring the supplier with the AIM Editor.
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