Documentation/ Reading correction rules
Reading correction rules
Where a supplier's documents always present the same reading error, the correction is saved as a rule and applied automatically to later documents. This section sets out the types of rule available, how each one works and the procedure for requesting them.
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What a correction rule is
The AI reads the documents and gets the right result in most cases. There are suppliers whose documents always present the same reading problem: the price expressed per box, the discount in euros in the percentage box, or the delivery note number with no label to identify it.
A correction rule is a fix saved for that particular case: for one supplier, on certain companies and on one document type, it corrects one figure in a set way. Once switched on, it applies automatically to every document.
The effect builds up over time: the checking that supplier needs goes down and the same manual correction stops being repeated.
Rules you can create yourself in the application and rules you request from the agent
| From the application | Requested from the agent | |
|---|---|---|
| Rules available | Supplier, discounts and columns. Per item, the unit conversion and the agreed price. | All thirteen in this section. |
| Reach | Your company only. | Your company only: the rule is built from one of your own documents. |
| How they are undone | In the same dialog where they are created. | By asking Dijit IA. |
The rules created from the application are set out in Correction rules.
Types of correction by case
| Case | Correction rule |
|---|---|
| The same supplier creates several records or arrives with the wrong tax number | Correcting the supplier's identity |
| A number is saved that does not allow the document to be matched | Correcting the document or order number |
| Quantity times price does not match the amount, always by the same multiple | Correcting prices given per box or in multiples |
| The discount is printed in euros in the percentage box | Converting a discount from euros to a percentage |
| The lines are at full price and the discount is applied at the end | Applying a fixed discount to each line |
| The lines have a quantity and a price, but the amount is zero | Calculating an empty line amount |
| The figure is taken from a column that does not correspond | Correcting the source column of a figure |
| One cell holds two values and the line is saved with no quantity | Separating two values held in one cell |
| The description takes in text that does not belong to the item | Cleaning up the item description |
| Separators or subtotals are saved as items | Discarding lines that are not items |
| The net amount doubles because of items that are not VAT | Cleaning up the tax table |
| The document includes no tax table, only the rate on each line | Building the VAT table from the lines |
| A fixed charge is missing that the document does not print as a line | Adding a fixed charge to each document |
Features common to every rule
- They apply to later documents. Documents already loaded do not change. The supplier and document number rules can be run over earlier documents on request; the rest require processing them again.
- They are defined per supplier. They do not affect other issuers' documents.
- They do not overwrite manual corrections. A figure corrected by a person stays.
- They can be switched off without being deleted, and they can be deleted.
- They leave the document unchanged when they do not find the figure. A rule that does not find what it is looking for makes no change.
How to request a correction rule
Rules are created by Dijit IA in the conversation. Give it the reference of a document where the error shows — the number in the list's ID column — and say which figure comes out wrong and what the right one is, stating line and field.
The rule is created for your company, from that document, which has to have its supplier identified. Afterwards, check the result on that supplier's next documents.