Invoice Recognition

This control displays the Correction UI component feature developed by Konica Minolta which enables you to verify data with the customer register and the rendered invoice and to modify the extracted data from Invoice Miner. Invoice Miner is a cloud-based extraction service that withdraws data from invoices and converts the data into structured JSON content.

This control is also providing a communication between Power Apps (dataverse) and Correction UI which allows us to verify the customer/supplier with the the existing records in database, trigger creation of new records and create a new invoice record after accepting the extracted data.

Control strongly relies on talxis_purchaseinvoiceheader and talxis_purchaseinvoicedetail entities which records are created after accepting the data.

Data loaded from Invoice Miner

Header

There is a list of extracted which the control is working with. In TALXIS Logical Name there is a name of field on talxis_purchainvoiceheader entity, these fields are filled after creation of new invoice in dataverse.

Name	Logical Name (Invoice Miner)	TALXIS Logical Name (default mapping)	Description
Due Date	dueDate	talxis_duedate
Invoice Issue Date	invoiceDate	talxis_dateofissue
Taxable Supply Date	taxableSupplyDate	talxis_dateoftaxablesupply
Variable Symbol	paymentReference	talxis_variablesymbol	Variable symbol/Payment reference
Invoice ID	invoiceId	talxis_purchaseinvoicenumber
Currency	currency	transactioncurrencyid	Currency is matched by iso code in dataverse
Customer ID	customerExtCompanyId	talxis_customerid	guid of matched customer in database
Supplier ID	vendorExtCompanyId	talxis_supplierid	guid of matched supplier in dataverse
Customer Name	customerName
Customer Tax ID	customerTaxId		Used for matching customer with database
Customer Identification Number	customerICO
Customer Country Code	customerCountryCode
Customer Address	customerAddress
Customer Address Recipient	customerAddressRecipient
Supplier Name	vendorName
Supplier Tax ID	vendorTaxId		Used for matching supplier with database
Supplier Identification Number	vendorICO
Supplier Country Code	vendorCountryCode
Supplier Address	vendorAddress
Supplier Address Recipient	vendorAddressRecipient
Total Amount with VAT	invoiceTotal
Total Amount	amountsSumCheck
Subtotal	subTotal
Total Tax Amount	totalTax
Amount Due	amountDue
Payment Term	paymentTerm
Purchase Order Number	purchaseOrder

Invoice Lines

There is a list of extracted fields which the control is working with. In TALXIS Logical Name there is a name of field on talxis_purchainvoicedetail entity, these fields are filled in rows after creation of new invoice in dataverse.

Name	Logical Name (Invoice Miner)	TALXIS Logical Name (default mapping)	Description
Line Name / Description	description	talxis_name
Unit Price	unitPrice	talxis_priceperunit
VAT Amount	tax	talxis_vatperunit_overridden
Quantity	quantity	talxis_quantity
Unit	unit
Amount	amount		Not used since total amount is calculated.
Product Code	productCode		Products are not matched with database.
Total Amount	amountCheck		Not used since total amount is calculated.
Full Line	fullLine

Control Inputs

Display Name	Name	Required	Type	Description
Binding Field	bindingField	Yes	Singleline.Text	Binding field for the control
Entity Name	entityName	Yes	Singleline.Text	Name of the entity where the control is bound
Entity ID	entityId	Yes	Singleline.Text	ID of the record where the control is bound
URL	url	Yes	Singleline.Text	Url of the target invoice from Invoice Miner
Host Url	hostUrl	Yes	Singleline.Text	Host url of the Invoice Miner cloud service
Auth Token	authToken	Yes	Singleline.Text	Auth Token used for authorization with Invoice Miner service
Overwrite Default Mappings	overwriteDefaultMappings	No	Singleline.Text	Used to overwrite the default mappings to dataverse columns, example below.
Additional Mappings	additionalMappings	No	Singleline.Text	Used to add mappings to the default ones, in case you want to leave the default but add some custom

Example of binding control to a form

<customControl formFactor="0" name="talxis_TALXIS.PCF.InvoiceRecognition">
		<parameters>
				<bindingField type="SingleLine.Text">data_bindingfield</bindingField>
				<url type="SingleLine.Text">data_invoiceurl</url>
				<authToken type="SingleLine.Text">data_authtoken</authToken>
				<hostUrl static="true" type="SingleLine.Text">https://{% environmentvariable talxis_apps_procurement_invoiceai_environmenturl %}</hostUrl>
				<entityName static="true" type="SingleLine.Text">talxis_document</entityName>
				<entityId type="SingleLine.Text">data_documentid</entityId>
			  <additionalMappings static="true" type="SingleLine.Text" >[{"invoiceMinerPropertyName": "purchaseOrder","invoiceMinerLocation": "header","logicalName": "ntg_purchaseordernumber","type": "text"},{"invoiceMinerPropertyName": "totalTax","invoiceMinerLocation": "header","logicalName": "ntg_totalvatamount","type": "number"}]</additionalMappings>
	 </parameters>
</customControl>

Default column mappings object

Mappings

[
  {
    invoiceMinerPropertyName: "vendorExtCompanyId",
    invoiceMinerLocation: "header",
    logicalName: "talxis_supplierid@odata.bind",
    type: "lookup",
    targetEntitySetName: "accounts"
  },
  {
    invoiceMinerPropertyName: "customerExtCompanyId",
    invoiceMinerLocation: "header",
    logicalName: "talxis_customerid@odata.bind",
    type: "lookup",
    targetEntitySetName: "accounts"
  },
  {
    invoiceMinerPropertyName: "invoiceDate",
    invoiceMinerLocation: "header",
    logicalName: "talxis_dateofissue",
    type: "date"
  },
  {
    invoiceMinerPropertyName: "dueDate",
    invoiceMinerLocation: "header",
    logicalName: "talxis_duedate",
    type: "date"
  },
  {
    invoiceMinerPropertyName: "taxableSupplyDate",
    invoiceMinerLocation: "header",
    logicalName: "talxis_dateoftaxablesupply",
    type: "date"
  },
  {
    invoiceMinerPropertyName: "invoiceId",
    invoiceMinerLocation: "header",
    logicalName: "talxis_purchaseinvoicenumber",
    type: "text"
  },
  {
    invoiceMinerPropertyName: "paymentReference",
    invoiceMinerLocation: "header",
    logicalName: "talxis_variablesymbol",
    type: "text"
  },
  {
    invoiceMinerPropertyName: "currency",
    invoiceMinerLocation: "header",
    logicalName: "transactioncurrencyid@odata.bind",
    type: "transactioncurrency"
  },
  {
    invoiceMinerPropertyName: "unitPrice",
    invoiceMinerLocation: "lineItems",
    logicalName: "talxis_priceperunit",
    type: "number"
  },
  {
    invoiceMinerPropertyName: "tax",
    invoiceMinerLocation: "lineItems",
    logicalName: "talxis_vatperunit_overridden",
    type: "number"
  },
  {
    invoiceMinerPropertyName: "quantity",
    invoiceMinerLocation: "lineItems",
    logicalName: "talxis_quantity",
    type: "number"
  },
  {
    invoiceMinerPropertyName: "description",
    invoiceMinerLocation: "lineItems",
    logicalName: "talxis_name",
    type: "text",
    defaultValue: "Generated line",
    maxLenght: 100
  }
]

Interface

{
  invoiceMinerPropertyName: string,
  invoiceMinerLocation: "header" | "lineItems",
  logicalName: string,
  type: "text" | "number" | "date" | "lookup" | "transactioncurrency",
  targetEntitySetName?: string | undefined,
  defaultValue?: any | undefined,
  maxLenght?: number | undefined
}