DocView Capture
Order entry for sales teams: customer purchase orders are read for PO number, order date, requested delivery date, buyer, delivery address, currency and order total, with order lines (item code, description, quantity, unit price, line total) captured as a table ready for your ERP.
At a glance
| Region | Global |
| Industry | Finance & accounts payable |
| Document types | Purchase order |
| Workflow | Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | Yes — documents that pass every check skip Index / Validate |
| Separation | each file |
| Output | searchable PDF with XML, CSV data |
| Dates read as | dd/MM/yyyy, d/M/yyyy, dd.MM.yyyy |
Use this template
- Go to Batch Setups and choose New Batch Setup.
- Filter by Global or search for "Purchase orders", select it and choose Next.
- Name the Batch Setup, choose the export folder and create it.
- Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.
Batch fields
Entered once per batch, for example on the Scan screen.
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Batch reference | Text | entered by the operator |
Document types and fields
Purchase order
Recognised by words such as "purchase order", "order date", "deliver to".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| PO number | Text | Yes | pattern in the text | |
| Order date | Date | Yes | label "Order date", "PO date", "Date" | Not in the future |
| Requested delivery date | Date | label "Delivery date", "Required by", "Deliver by" | ||
| Customer / buyer | Text | Yes | label "Buyer", "Customer", "Bill to" | |
| Delivery address | Text | label "Deliver to", "Ship to", "Delivery address" | ||
| Order total | Amount | label "Order total", "Total", "Grand total" | at least 0 | |
| Currency | Choice | default "GBP" | one of: GBP, EUR, USD | |
| Line items | Table | table under a header row |
Validation rules
- Delivery on or after order date (warning)
See Validation rules to change them or add your own.
Adapt it to your documents
- Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
- Improve document type recognition: Document classes and classification, Samples and classifier training.
- Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
- Arrange the data entry screen: Screen designer.