ProductPurchases
Supplier documents
Inbox-driven document capture, OCR and conversion to bills.
Overview
Forward supplier invoices by email to the company inbox so OCR can create bill work items automatically.
Where in the app
- Purchases → Inbox —
/c/companies/:companyId/purchases/inbox - Documents → Settings —
/c/companies/:companyId/documents/settings
Step-by-step
- Copy the company document email address from Documents settings. (Expected: unique inbound address.) (UAT-C-PUR-EMAIL-001)
- Send a PDF invoice from a test mailbox. (Expected: inbound message accepted within SLA.) (UAT-C-PUR-EMAIL-001)
- Open Purchases → Inbox and locate the new item. (Expected: OCR status processing→ready.) (UAT-C-PUR-D2E-001)
- Open the work item and validate extracted fields. (Expected: vendor and totals editable.) (UAT-C-PUR-D2E-001)
- Check the document type at the top of the panel. A supplier credit note is recognised as one; otherwise change the type to Credit note. (Expected: the credit note replaces the bill and what you entered is kept.)
- Convert to bill (or credit note) or reject with reason. (Expected: draft or exception logged.) (UAT-C-PUR-D2E-008)
- If sender is unauthorized, message is quarantined per policy. (UAT-C-PUR-D2E-008)
Permissions and modules
Documents + Purchases; email ingestion feature enabled.