Introducing: E-Invoice Matching with Copilot (2024 release wave 1)

Overview

The video introduces E-Invoice Matching with Copilot, which matches lines of an electronic invoice to purchase order lines. It starts with the manual E-Document mapping page, then shows how Copilot speeds up the work for invoices with many lines. Lines whose descriptions are 80% or more similar are matched automatically without calling the language model. Other lines are sent to Copilot for a proposal. The matching also takes into account item cost and received quantity.

The demo shows accepting or discarding a Copilot proposal, drilling into match details, and the color indicators for price match. It also shows setting a cost tolerance in Purchase and Payables setup, and the Role Center cues for purchase orders that need matching. The presenters finish with how to enable the feature, covering the Copilot capability page, along with regional and language limits and related Copilot features in the same release.

Key points

• The feature is in public preview, not generally available. It is online only, officially supports English, is not available in Canada, and is enabled from version 24.
• To use it, check that the Copilot capability page has the environment switched on and that the e-invoice matching capability is active.
• Lines with description similarity of 80% or more are matched automatically without calling the LLM. Other lines go to Copilot.
• Prices must match 100% by default. A cost tolerance percentage set in Purchase and Payables setup lets Copilot accept variations within that range, for example 10%.
• Color indicators show price match: green for 100% match, yellow within the accepted range, red outside the range (may need manual review).
• Matching cannot invoice more than the received quantity.
• Users can discard a Copilot proposal and go back to manual matching. Accepting a proposal fills in the vendor invoice number and document date.

Features

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• page “E-Document Manual Matching” at 6:24
• page “role center” at 9:36
• page “auto match lines” at 13:19
• other “Purchase and Payables setup” at 16:20
• page “copilot capability” at 19:00

Not found in BC28-30: page “E-Document Manual Matching”, page “role center”, page “auto match lines”, page “copilot capability”.

Quotes

• 0:58 “e invoice matching with co-pilot is in public preview that me this is still not General available”
• 0:58 “this is available only in the B Center online so no on Prem Solutions it is available in 2024 release way one uh roll”
• 1:28 “it will be available in all regions globally except Canada because of some regulatory um issues”
• 1:49 “currently this is available uh with standard B Central license both essential premium without any additional cost”
• 2:21 “your data are is your data uh as a customer you will control your data we will not take your data we will not”
• 7:37 “doing manually comparing with co-pilot it was more than 50 times slower slower than you are doing manually”
• 8:37 “every time if system can find similarity 80 or more per similarity description system will not ask GPT at all”
• 9:18 “price by default must be 100% the same there is no differences but if if you want as a user you can make a”
• 11:57 “we actually created a demo data module in Koso demo tool and if you’re using the Kronos company that comes out of the box”
• 13:39 “if that similarity is around 80% or more then we will automatically match it otherwise we will send it to co-pilot”
• 13:59 “we also take into account the cost of each items um we also take into account the available quantity uh that need to be”
• 14:40 “we already picked the vendor in Voice number and we also updated the document date”
• 16:41 “if we set it to like I don’t know 10% then co-pilot will accept anything within the 10% range from the original cost”
• 17:18 “green then we have like 100 match if it’s yellow then maybe it’s still within the same price range”
• 19:00 “first check if copilot ni cap capability page if this is a environment switch on so you can use C pilot”
• 19:20 “this feature is active because you will see there in a there are more co-pilots check if e document e invoice is matching is”
• 19:41 “this is enabl only from version 24 so that’s it from our side”

Disclaimers in the video

• 0:58 preview: e invoice matching with co-pilot is in public preview that me this is still not General available
• 1:18 not-in-this-release: it will be available in all regions globally except Canada because of some regulatory um issues
• 1:28 subject-to-change: currently this is available in all type of uh English languages it can be tried you can try using in other languages but officially this is uh something what we support we support officially English language
• 19:00 other: first check if copilot ni cap capability page if this is a environment switch on so you can use C pilot
• 19:20 other: this feature is active because you will see there in a there are more co-pilots check if e document e invoice is matching is active or not if this is not just activate
• 19:41 other: this is enabl only from version 24

Presenters (as heard): B abusada, Alexander toic, While.