Documentation/ Reading correction rules
Reading correction rules
Where a supplier's documents always present the same reading error, the correction is saved as a rule and applied automatically to later documents. This section sets out the types of rule available, how each one works and the procedure for requesting them.
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What a correction rule is
The AI reads the documents and gets the right result in most cases. There are suppliers whose documents always present the same reading problem: the price expressed per box, the discount in euros in the percentage box, or the delivery note number with no label to identify it.
A correction rule is a fix saved for that particular case: for one supplier, on certain companies and on one document type, it corrects one figure in a set way. Once switched on, it applies automatically to every document.
The effect builds up over time: the checking that supplier needs goes down and the same manual correction stops being repeated.
Who creates the rules
All thirteen rules in this section are created by Dijit IA, by talking to it. Three of them used to have their own forms in the document; they are gone. What is left are two shortcuts: Fix supplier, in the header, and Fix list data, in the item list. Each opens a panel with the commonest cases, and picking one starts the conversation with Dijit IA already knowing which document and which problem.
| Reach | Your company only: the rule is built from one of your own documents. |
| How they are undone | By asking Dijit IA. |
| What is not a rule | The unit conversion and the agreed price are set item by item, on the screen. |
The whole route, with the two things you have to give it, is in Correction rules.
Types of correction by case
| Case | Correction rule |
|---|---|
| The same supplier creates several records or arrives with the wrong tax number | Correcting the supplier's identity |
| A number is saved that does not allow the document to be matched | Correcting the document or order number |
| Quantity times price does not match the amount, always by the same multiple | Correcting prices given per box or in multiples |
| The discount is printed in euros in the percentage box | Converting a discount from euros to a percentage |
| The lines are at full price and the discount is applied at the end | Applying a fixed discount to each line |
| The lines have a quantity and a price, but the amount is zero | Calculating an empty line amount |
| The figure is taken from a column that does not correspond | Correcting the source column of a figure |
| One cell holds two values and the line is saved with no quantity | Separating two values held in one cell |
| The description takes in text that does not belong to the item | Cleaning up the item description |
| Separators or subtotals are saved as items | Discarding lines that are not items |
| The net amount doubles because of items that are not VAT | Cleaning up the tax table |
| The document includes no tax table, only the rate on each line | Building the VAT table from the lines |
| A fixed charge is missing that the document does not print as a line | Adding a fixed charge to each document |
Features common to every rule
- They apply to later documents. The ones already uploaded do not change, with one exception: the three that come out of the two shortcuts, supplier, column and discount in euros, also correct the document they were built from. For the rest, Dijit IA tells you to delete the document and upload it again.
- They are defined per supplier. They do not affect other issuers' documents.
- They do not overwrite manual corrections. A figure corrected by a person stays.
- They can be switched off without being deleted, and they can be deleted.
- They leave the document unchanged when they do not find the figure. A rule that does not find what it is looking for makes no change.
How to request a correction rule
Rules are created by Dijit IA in the conversation. Give it the reference of a document where the error shows — the number in the list's ID column — and say which figure comes out wrong and what the right one is, stating line and field.
The rule is created for your company, from that document, which has to have its supplier identified. Afterwards, check the result on that supplier's next documents.