1. Implementing Payables Invoice to Pay
  2. Manage Intelligent Document Recognition Options

Manage Intelligent Document Recognition Options

Navigate to the Manage Intelligent Document Recognition Options page from the Functional Setup Manager and configure the IDR options.

The following decisions play a role in determining the IDR options that you want to configure:

  • How you derive your Business Unit.

  • How you like to recognize your invoice lines.

  • How you calculate and display the tax and freight.

  • How you handle service and utility suppliers.

This is also where you find the IDR activation status and the unique email that Oracle has assigned to you. The status must be active. Once the status is active, you need to send all invoices as attachments to this email address. Oracle recommends that you use a corporate email address and configure mailbox rules to forward the invoices to the Oracle email address, as opposed to having suppliers send directly to it.

Until you save and close this page the first time, the Save, and Save and Close buttons will display as Activate, and Activate and Close. This means that IDR isn't yet activated for you. To activate IDR for processing invoices, click the Activate or the Activate and Close buttons. This enables IDR and begins the supplier synchronization process that exports suppliers to IDR for matching. When you check the Manage Intelligent Document Recognition Options page after successful activation, you notice these changes:

  • Status changes to Active.

  • The Activate and the Activate and Close buttons change to Save, and Save and Close.

You must wait at least 24 hours for changes to your supplier details to reflect in IDR. This includes modifying suppliers and purchase order formats. Keep this in mind while testing.

Configure IDR Options

  1. Navigate to Setup and Maintenance > Financials > Payables > Manage Intelligent Document Recognition Options.

  2. Select the relevant options.

    Note: Review the Considerations for IDR Options section for more details on each option.

  3. Click Save or Save and Close.

The first time you save the Options, IDR begins the supplier synchronization process. Supplies are resynchronized every 24 hours after that. Remember this timeline while making changes.