Send feedback report from P2P (Alusta), which is to be used nowadays for all the different data capturing services (PDF e-invoice receiving, Scan and Capture, and SmartPDF).
Generating the data capturing (also known as Scan & Capture) feedback report from P2P (Alusta)
We develop scan service automatic identification and scan quality based on the feedback we get from our customers. Without any feedback, we cannot recognize the weakness in the scan service.
Marking the scan errors
In the invoice’s "Header data" tab, set the error code to the “Scan Report Code” –field. Open the error code selection list from the button next to this field and select the correct code from the list and press OK. You may also add a free-text comment to the “Scan Report Comment” – field in English, which can provide more details about the error.
The standard fields are listed in the drop-down menu. If customer-specific (custom fields) are used on your data capturing project, the 999 "All other fields which are not listed" needs to be selected. In the "Scan service comment" field, the field name (as in SVG/DCG) needs to be specified, and the expected value needs to be also written in the open comment (Scan Report Comment) field.
More details about the error codes and explanations on the Data capture service feedback error reporting code list inside Alusta P2P.
Generating the report
Normally separate scheduled task exists, which generates this report once a week and sends it to the Basware support team. The report includes all invoices in which the Scan Report Code –field is selected. The sending email address (person/team) needs to be a user in the support portal (ServiceNow) to allow the report to be imported from the email to the support request case.
The user who has rights to the Administrator site can generate the report manually from Menu and select Scheduler – Tasks. Usually, this task is named SC Run Scanning Issue Report. Select the correct task and press Execute. The task generates the feedback report and sends it to Basware support.
In both cases, a corresponding case gets generated in the ServiceNow portal, and Basware support will share the analyzed report back through this case (ticket). A reported error that is not part of the data capturing project will be followed with a follow-up incident (separate tickets opened by Basware), and the contact person is the one who has opened the feedback.