Additional Charges Configuration for Invoice Processing

Overview

While processing an invoice, sometimes there are non-product line items such as freight and miscellaneous charges. The data from these line-items may lead to gross amount mismatch error. To avoid such error, the additional charges line-item data needs to be added as header data in the system.

The additional-charges yaml file defines the keywords and the header fields. If a keyword is in the additional charges line-item data, the amount for that item is moved to the respective header field.

This step is performed before eyeballing, so that the extracted data is verified and updated, if required.

Template

kind: document
metadata:
  name: extraction/v1/documents/tagging #additionalcharges
spec:
  configs:
    - field: freightCharges
      prompt: this is the propmtflow prompt for Freight
      words: ZZZZZZZZZZZ
        #frgcr,frt,freight,freight charges

For example, in the above template, the keywords for additional charges are freight, frt, #frgcr and freight charges. Based on these keywords the line-item data will be moved to the freightCharges header field.