6.9.4. Processed AP Reports

 
 

6.9.4. Processed AP Reports

 
*The report is available since ChronoScan Enterprise Version 1.0.3.29
 
Description
 
This report provides a detailed analysis of invoice/ document processing, compiling key information regarding their status and performance.
It is structured into three visualizations that facilitate data understanding and analysis.
 
Visualization 1
 
This visualization presents the total number of invoices received per Job(s), differentiating between those that were successfully processed and those that failed in processing.
This graphical representation allows users to quickly gain an overview of the invoice processing performance.
 
Visualization 2
*This is a sub-report of Visualization 1, generated based on the information from it when a row is clicked
 
The second visualization assists users in identifying the main reasons (job-fields with errors) behind processing failures.
 
Visualization 3
*This is an independent report that is generated simultaneously with Visualization 1
 
The third visualization enables users to identify vendors with the highest number of errors on their invoices.
The data is organized in a way that allows users to easily see vendors ranked from the highest to the lowest number of errors.
 
 
1. How to Activate the AP Reports
 
Before we proceed with the explanation of the reports, it is important to note that this report is not active by default.
 
To activate the report and begin collecting information on newly processed invoices within the system, please ensure the following:
 
1. In the "Administration" section of the enterprise settings, the system parameter "wci_max_log_days_apreports" must be set to either -1 or a value greater than 0. If this parameter is set to 0, the AP reports will be disabled.
 
2. In the AP Reports section, you need to manually activate the Jobs that you want to start saving the Processing information
 
2.1. Please note that deactivated Jobs will appear with an orange background and activated Jobs will appear with a green background on the Jobs
filter on the left side of the reports view.
 
 
 
 
Once you have the AP Reports ON, and you have have activated the desired Job(s), the system will start gathering the information when Invoices/ Documents for those jobs are
processed.
 
 
2. Explanation for the system params
 
 
  • wci_apreports_log_only_first_processing
     
  • If set to 1 the information for a document will be gathered the first time it is processed. We recommend leaving this value since it will give you a more accurate information about how the templates/ configurations are processing the documents on the first processing time.
 
  • wci_max_log_days_apreports
     
  • Indicates active, 0 means the activity log is disabled. If the value is greater than 0, the activity log table will only retain records newer than today's date minus the specified number of days.
  • A value greater than 0 is beneficial when the table logging the processing information becomes sufficiently large, potentially slowing down your database or impacting system processing times.
     
  • wci_max_log_snapshottable_apreports
     
  • For this to work wci_max_log_days_apreports must be greater than 0
  • If true, it will move the activity records to a monthly table instead of deleting, named as 'wci_doc_apreport_status_YYYYMM'
 
  • wci_max_log_snapshottable_keepmonths_apreports
     
  • For this to work wci_max_log_days_apreports must be greater than 0
  • If greater than 0, it will delete the activity log snapshot tables that are greater than x months