How Invoice Details Are Calculated
The Invoice Documents Recognition Rate Report calculates and displays certain metrics for the matched and unmatched invoices sent to IDR.
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The report is run for a period of 7 days for the US1 BU.
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Total number of invoices sent to IDR during the 7 days is 100.
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50 invoices are related to Purchase Orders (or Matched invoices).
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50 invoices aren't related to Purchase Orders (or Unmatched invoices).
| Invoice Details | Matched | Unmatched | Total |
|---|---|---|---|
|
Total Created |
Total number of matched invoices sent to IDR during the period between From and To dates for the specified Business Unit. That is, IDR received 50 Matched invoices during 7 days for US1 BU. |
Total number of unmatched invoices sent to IDR during the period between From and To dates for the specified Business Unit. That is, IDR received 50 Unmatched invoices during 7 days for US1 BU |
Total number of invoices (both matched and unmatched) during the period between From and To dates for the specified Business Unit. That is, IDR received 100 invoices during 7 days for US1 BU. |
|
Total Completed |
Total number of matched invoices completed by IDR. That is, 40 Matched invoices were completed during 7 days for US1 BU. |
Total number of unmatched invoices that were completed by IDR. That is, 40 Unmatched invoices were completed during 7 days for US1 BU. |
Total number of invoices (both matched and unmatched) that were completed by IDR. That is, 80 invoices were completed during 7 days for US1 BU. |
|
Total Canceled and Deleted |
Total number of matched invoices that were canceled or deleted. That is, 7 Matched invoices were either Canceled or Deleted during 7 days for US1 BU. |
Total number of unmatched invoices that were canceled or deleted. That is, 5 Unmatched invoices were either Canceled or Deleted during 7 days for US1 BU. |
Total number of invoices (both matched and unmatched) that were canceled or deleted. That is, 12 invoices were either Canceled or Deleted during 7 days for US1 BU. |
In this example, we still have 8 invoices that remain unaccounted. These invoices might still be in incomplete state at the time of running the report. You can find such invoices in the Scanned Information tile.
Attribute Recognition % Calculations
The Invoice Documents Recognition Rate Report also calculates the recognition rate of individual attributes. Consider the same example data from earlier to understand this. From the invoice data calculation, you have the following information:
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The report runs for a period of 7 days for the US1 BU.
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Total number of invoices sent to IDR is 100.
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50 invoices are related to Purchase Orders (or Matched invoices) and of those 40 are completed.
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50 invoices aren't related to Purchase Orders (or Unmatched invoices) and of those 40 are completed.
For this example, consider the following statistics for attributes that IDR recognizes successfully:
| Attribute | Total recognized |
|---|---|
|
Purchase Order Number |
40 |
|
Supplier Name |
80 |
|
Supplier Site |
80 |
|
Invoice Number |
75 |
|
Invoice Type |
80 |
|
Currency |
80 |
|
Amount |
79 |
|
Date |
78 |
This is how the recognition rates are calculated.
|
Attribute Recognition % |
Matched (Total completed 40) |
Unmatched (Total completed 40) |
Total (Total completed 80) |
|---|---|---|---|
|
Purchase Order |
Equals Total number of invoices where the PO Number is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Equals Total number of invoices where the non-PO Number is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Equals Total number of invoices where the PO Number is recognized correctly / Total number of completed invoices That is, 80/80 = 100% |
|
Supplier Name |
Total number of Matched invoices where the Supplier Name is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of Unmatched invoices where the Supplier Name is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of invoices where the Supplier Name is recognized correctly / Total number of completed invoices That is, 80/80 = 100% |
|
Supplier Site |
Total number of Matched invoices where the Supplier Site is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of Unmatched invoices where the Supplier Site is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of invoices where the Supplier Site is recognized correctly / Total number of completed invoices That is, 80/80 = 100% |
|
Invoice Number |
Total number of Matched invoices where the Invoice Number is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of Unmatched invoices where the Invoice Number is recognized correctly / Total number of completed invoices That is, 35/40 = 87.5% |
Total number of invoices where the Invoice Number is recognized correctly / Total number of completed invoices That is, 75/80 = 93.8% |
|
Invoice Type |
Total number of Matched invoices where the Invoice Type is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of Unmatched invoices where the Invoice Type is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of invoices where the Invoice Type is recognized correctly / Total number of completed invoices That is, 80/80 = 100% |
|
Currency |
Total number of Matched invoices where the Currency is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of Unmatched invoices where the Currency is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of invoices where the Currency is recognized correctly / Total number of completed invoices That is, 80/80 = 100% |
|
Amount |
Total number of Matched invoices where the Amount is recognized correctly / Total number of completed invoices That is, 39/40 = 97.5% |
Total number of Unmatched invoices where the Amount is recognized correctly / Total number of completed invoices That is, 40/40 = 100% |
Total number of invoices where the Amount is recognized correctly / Total number of completed invoices That is, 79/80 = 98.8% |
|
Date |
Total number of Matched invoices where the Date is recognized correctly / Total number of completed invoices That is, 39/40 = 97.5% |
Total number of Unmatched invoices where the Date is recognized correctly / Total number of completed invoices That is, 39/40 = 97.5% |
Total number of invoices where the Date is recognized correctly / Total number of completed invoices That is, 78/80 = 97.5% |