User and Supplier Enablement

Prepare users and suppliers for rollout through training, support procedures, submission guidance, and ongoing communication.

Area	Enablement activity
User training	Train users on Invoice Document Streams, Invoice Document Training, Invoice List, invoice-correction workflows, and adaptive-learning concepts. Focus training on operational workflows rather than technical architecture.
Adaptive learning	Explain why corrections matter, how learning is captured, how future invoices improve, and why consistent corrections are important.
Bulk learning and reprocessing	Explain that a saved correction may be applied to applicable incomplete invoices with the same fingerprint. Clarify that unrelated invoices or inapplicable corrections aren’t updated.
Exception management	Train users to review incomplete invoices, correct invoice attributes, use Invoice List filters, use correction spreadsheets, and monitor exceptions.
Invoice Completion	Explain that policies apply during invoice import, populate only blank target attributes, and don’t override existing values. Train authorized users on policy review and change-control procedures.
Anomaly and policy-violation review	Train users to identify, review, correct, override, or revalidate invoices that are marked by configured controls.
Support procedures	Define who supports users, how issues are escalated, who performs training activities, and who owns recognition performance, policies, and controls.
Supplier communication	Provide approved invoice-submission addresses, submission instructions, supported file formats, and support contact information.
Digital invoice preference	Encourage suppliers to submit native digital documents where possible because they typically produce better recognition outcomes than scanned images.
Layout changes	Monitor supplier-layout changes and retrain when recurring recognition issues appear.