Invoice & PO Data Extractor
Defines a structured process for extracting standardized invoice, purchase order, and credit note data from PDF or image files so it can be fed directly into ERP or accounting systems. It applies whenever a user uploads these documents along with a specified document type, and produces normalized header, line item, total, and payment terms fields under a strict output schema. The extractor captures key commercial details such as document and tax IDs, buyer and vendor information, per-line quantities and pricing, summarized totals, and payment conditions including due dates and bank details. Built‑in validation rules verify arithmetic consistency between line items, subtotals, tax, discounts, and total due, as well as date ordering and currency consistency, flagging discrepancies in dedicated warning fields. The system is designed to handle poor-quality scans and edge cases like multi-page documents, flat-fee invoices, credit notes, multiple tax rates, and foreign currency conversions by using confidence flags, nulls with explanatory notes, and clear treatment of special conditions.
Document Upload & Settings
Upload the invoice, purchase order, or credit note and specify its type.
* Not required, but providing these fields helps the agent produce better results.
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