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Using OCI AI Document Understanding to Automate Invoice Processing in JD Edwards

Learn how to create an orchestration that can scan invoice documents using OCI AI Document Understanding, create vouchers in JD Edwards, and perform voucher match automation.

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inetrmediate Intermediate
duration Min
modules 9 Modules

Learning Path Contents

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  • Overview
      duration 2 Min
     
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    • Oracle Cloud Infrastructure (OCI) Document Understanding is one of several AI services available on Oracle Cloud Infrastructure.

      OCI Document Understanding enables you to extract text, tables, and other key data from document files through APIs. With OCI Document Understanding, you can automate tedious tasks with prebuilt AI models and customize document extraction to fit your industry-specific needs.

      In this learning path you will learn how to:

      • Use the OCI object storage user interface to create a bucket and use it.
      • Create a Connection to the OCI Object Storage endpoint.
      • Create a Connector to call the service, to upload and delete the invoice files you want to process in the bucket, and to get the OCI Document Understanding JSON response file.
      • Create a Connection to the OCI Document Understanding endpoint.
      • Create a Connector to call the service, to process the uploaded invoice.
      • Create an orchestration that:
        1. Requests an invoice file from the user and uses the connector to upload the file to object storage.
        2. Connects to the OCI Document Understanding service, which extracts the fields from this invoice and stores the extracted data in JSON format in the object storage.
        3. Parses the response from OCI Document Understanding, creates the voucher based on this data, and performs voucher match automation in JD Edwards.

       

      Enroll: Enroll to track your progress. An overall percent complete replaces the Enroll option and each task is marked as complete as you progress through the learning path.

      Navigation: Click a topic to view the associated content. When you reach the end of the content, use the arrows at the bottom of the page to move between topics.

      Audience: This learning path is intended for developers or business analysts who are proficient with REST APIs and can create complex orchestrations, JRuby scripts, and logic extensions.

  • Before You Begin
      duration 2 Min
     
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    • Scenario

      For this learning path, consider a scenario where you want to use OCI AI Document Understanding to process an invoice by creating the corresponding voucher and performing voucher match automation. 

      What Do You Need?

      • JD Edwards EnterpriseOne Tools Release 9.2.8.2 or later.
      • Subscription to OCI Service.
      • User Authorization to use the relevant OCI Services (Object Storage, Document Understanding).
      • Already generated OCI API key or the ability to generate one.
  • Enabling Access to OCI Services
      duration 3 Min
    This module provides an overview of the OCI services you can access through JD Edwards Orchestrator. These OCI services include AI services such as Generative AI, Generative AI agents, Digital assistants, OCI Vision, and Document Understanding.
     
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  • Setting Up OCI Authentication
      duration 15 Min
    Describes how to generate API Keys and gather important information needed to configure Oracle Cloud Infrastructure (OCI) connections in Orchestrator.
     
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  • Creating Connections and Connectors
      duration 60 Min
    Describes how to create a connection to object storage service and to OCI AI document understanding.
     
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  • Invoking Document Understanding
      duration 135 Min
    Describes how to create logic extensions to build object name for the invoice response file in OCI Object Storage and extract the values from the document understanding JSON output.
     
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  • Creating the Orchestration
      duration 165 Min
    Describes how to create an orchestration to receive the purchase order on the invoice and invoke the OCI services, combining all the components created in the previous sections. Also describes how to create a form request for voucher match automation.
     
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  • Testing the Orchestration
      duration 60 Min
    Describes how to attach the orchestration to P0411Z1 using Form Extensions and test the orchestration.
     
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  • Learn More
      duration 2 Min
     
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