Integrating Third Party Imaging Solution with PeopleSoft

PeopleSoft provides an open integration to any content management/imaging solution that can utilize web services, for PeopleSoft Accounts Payable and eSettlements.

Imaging integration enables a complete document capture with Optical Character Recognition (OCR) and imaging solution that automates data entry and routes invoices to users external or internal to the organization’s ERP solution.

Imaged data is integrated to PeopleSoft using web services. Once the data is staged to PeopleSoft, any corrections or updates are made using the Quick Invoice component and subsequently a voucher is built from the imaged data by the Voucher Build process. Links within Payables and eSettlements enable you to view the actual image.

The following diagram represents the PeopleSoft open integration with third party imaging solutions.

Follow these steps to integrate and process a third party imaging solution with Payables and eSettlements:

1. Setting up installation options: As a prerequisite, you set up the installation options at the time of integrating a third party imaging product with PeopleSoft on the Installation Options – Payables page. The Document Management Interface section determines enabling the imaging links that are available on various pages in Accounts Payable and eSettlements.

   See Installation Options - Payables Page

2. Configuring the Accounts Payable business unit options: As a prerequisite, you configure your business unit options based on your imaging integration requirements on the Payables Options – Document Management page.

3. Accessing the Imaging hyperlinks from Accounts Payable: You can access the scanned invoice image using a hyperlink on various components in Accounts Payable. The Quick Invoice page displays the imaging link once the data is populated into the voucher staging tables. The following pages display the imaging link once the Voucher Build process runs successfully and creates a voucher:

   • Quick Invoice Page

   • Invoice Information Page

   • Voucher Inquiry Page

   • Approval Framework - Vouchers – Approval Page

   • Example: Accounts Payable WorkCenter

   Accessing the Imaging hyperlinks from eSettlements: Once the Voucher Build process runs successfully and creates a voucher, you can access the scanned invoice image from the following pages:

   • Review Invoices - Invoice Inquiry Page

   • Invoice Approval Page