Routing Documents to Data Verification

[Athiban_Mahamathi]

Dear Team,

I have a use case where we need to process different types of invoices via decipher, one of the requirements is to check if the Invoice type is "Tax Invoice" then the tax value should be present, if the Invoice Type is other than "Tax Invoice" then tax amount can be null or zero. is there a way to create the above-mentioned logic in DFD to route the document to Data verification incase if the logic is not satisfied?

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Athiban Mahamathi - https://www.linkedin.com/in/athiban-mahamathi-544a008b/
Technical Consultant,
SimplifyNext,
Singapore
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[Ben.Lyons1]

Hi Athiban,

You can create 2 fields here, one to read the tax value, then a second as a calculation of whether the value is greater than zero. e.g.

IF(GREATER(TAX_FIELD,0),"Tax Invoice", "Other")

There are other options for calc available if you want a flag or something else, have fun experimenting!

Thanks

Ben

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Ben Lyons
Senior Product Specialist - Decipher
SS&C Blue Prism
UK based
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[Athiban_Mahamathi]

Hi Ben,

Thanks for your suggestion.

I do have two fields one as "Invoice Type" where am capturing the "Tax invoice" value from the document and the other field is "Tax Amount". 

I would like to achieve something similar to the below.

if the "Invoice Type" field contains "Tax Invoice" as value then my "Tax Amount" field should have amount greater than 0. if this validation fails then is it possible to route the document to Data verification?

Note : In My DFD "Tax Amount" field flag type is not "Required" since we may also receive nontax invoices, credit notes. 

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Athiban Mahamathi - https://www.linkedin.com/in/athiban-mahamathi-544a008b/
Technical Consultant,
SimplifyNext,
Singapore
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[Ben.Lyons1 · Accepted solution]

Hi Athiban,

Adding that formula will act as validation and prevent the document from passing auto-verification.

If you add a formula to a field that is assigned a region, don't select the calculate/auto-calc flags and the assigned region's value doesn't meet the formula requirements, it will raise a field validation issue. This will automatically prevent it from going any further, a user will have to manually resolve the issue.

Thanks

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Ben Lyons
Senior Product Specialist - Decipher
SS&C Blue Prism
UK based
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[Athiban_Mahamathi]

Hi Ben,

Thank you for sharing the workaround. It really helped me to finalize the logic. 

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Athiban Mahamathi - https://www.linkedin.com/in/athiban-mahamathi-544a008b/
Technical Consultant,
SimplifyNext,
Singapore
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