Purchase Order US - Document Skill

The Purchase Order US skill extracts data from US purchase orders in English — capturing header, footer, and line-item details across a variety of input formats — and applies regional business rules for US procurement workflows. The Purchase Order US Skill is a production skill. It was trained on a large set of POs. It processes documents in a variety of input formats and extracts key data including header, footer, and line item details. The skill is ready to be used in production and does not require further training on your specific documents. Accuracy and straight-through processing (STP) rates can be further optimized in production through continuous learning from human-in-the-loop feedback.

Countries and Languages

Countries	Languages
USA	English

Extracted Fields

Asterisk (*) indicates a required field or field group. Values cannot be empty.

Basic Information

Field	Description
Order Number*	The number of the purchase order.
Order Date*	The date when the purchase order was created.

Buyer Information

Field	Description
Buyer/Name*	The name of the buyer.
Buyer/Address	The address of the buyer.
Buyer/Country	The country of the buyer. Note: This field can either be obtained from the Buyers data catalog or set to the default value (US) by using a rule.
Buyer/Tax ID	The tax identification number of the buyer.
Buyer/Buyer ID	The buyer ID. Note: This field can only be obtained from the Buyers data catalog.
Buyer/Bank Code	The bank code of the buyer.
Buyer/Bank Account	The bank account number of the buyer.
Buyer/Street	The street part of the buyer’s address. Note: This field can be obtained either by parsing the Buyer/Address field value or from the Buyers data catalog.
Buyer/ZIP Code	The ZIP code part of the buyer’s address. Note: This field can be obtained either by parsing the Buyer/Address field value or from the Buyers data catalog.
Buyer/City	The city part of the buyer’s address. Note: This field can be obtained either by parsing the Buyer/Address field value or from the Buyers data catalog.
Buyer/State	The state part of the buyer’s address. Note: This field can be obtained either by parsing the Buyer/Address field value or from the Buyers data catalog.

Supplier Information

Field	Description
Supplier/Name*	The name of the supplier.
Supplier/Address	The address of the supplier.
Supplier/Country	The country of the supplier. Note: This field can either be obtained from the Suppliers data catalog or set to the default value (US) by using a rule.
Supplier/Tax ID	The tax identification number of the supplier.
Supplier/Supplier ID	The supplier ID. Note: This field can only be obtained from the Suppliers data catalog.
Supplier/Street	The street part of the supplier’s address. Note: This field can be obtained either by parsing the Supplier/Address field value or from the Suppliers data catalog.
Supplier/ZIP Code	The ZIP code part of the supplier’s address. Note: This field can be obtained either by parsing the Supplier/Address field value or from the Suppliers data catalog.
Supplier/City	The city part of the supplier’s address. Note: This field can be obtained either by parsing the Supplier/Address field value or from the Suppliers data catalog.
Supplier/State	The state part of the supplier’s address. Note: This field can be obtained either by parsing the Supplier/Address field value or from the Suppliers data catalog.

Delivery Information

Field	Description
Ship to/Name	The address where the goods must be delivered.
Ship to/Address	The address where the goods must be delivered.
Bill to/Name	The address where the invoice should be sent.
Bill to/Address	The address where the invoice should be sent.

Line Items (Repeating Group)

Field	Description
Line Items*/Position	The number of the line item in the list.
Line Items/Article Number Buyer	The article number of the goods in the buyer’s database.
Line Items/Article Number Supplier	The article number of the goods in the supplier’s database.
Line Items/Description	A description of the goods or services.
Line Items/Quantity	The number of units ordered.
Line Items/Unit of Measurement	The unit of measurement used for the goods.
Line Items/Unit Price	The price of one item of goods.
Line Items/Discount	The applicable discount in the currency of the purchase order.
Line Items/Total Price	The price of the line item including tax.
Line Items/Currency	The currency of the line item.
Line Items/Delivery Date	The delivery date of the goods in the line item.

Totals and Taxes

Field	Description
Total	The total amount of the purchase order.
Currency	The currency of the total amount. If no total amount is indicated, this field will be empty.
Taxes/Total Tax Amount	The total tax amount.
Taxes/Total Net Amount	The total cost of goods without tax.

Delivery

Field	Description
Delivery Date*	The delivery date of the ordered goods or services.

If a single delivery date is specified for all the ordered good or services, this date will be extracted into a separate Delivery Date field. If a separate delivery date is indicated for each line item, these dates will be extracted as columns in the Line Items table.

Key Fields

Buyer/Name
Order Number
Order Date
Total

Validation Rules

Rule	Description
Line items are required	Checks that all Line items have been detected on the document.
Delivery date must be later than order date	Checks that the delivery date is later than the date of the purchase order.
Total: Amount Check	Checks that: 1. Line Items/Total Price equals Total 2. Line Items/Total Price + Taxes/Total Tax Amount equals Total 3. Line Items/Total Price equals Taxes/Total Net Amount If none of the conditions are fulfilled, returns an error and suggests corrected values. If the Taxes/Total Tax Amount and Taxes/Total Net Amount fields are empty, and the Total field is not empty, fills the Taxes/Total Net Amount field with the value of the Total field. Suggests calculated values for Total, Taxes/Total Tax Amount, or Taxes/Total Net Amount, if any of these fields are not detected.
Separate currency from amount in Total field	Splits the amount and the currency in the amount fields and copies the currency into the Currency field if it is empty.
Check item amount	Multiplies the number of units ordered in the line item by the price of one unit, applies the discount, and suggests a value if the result is not equal to the total price of the line item.
Quantity is required	Checks that the quantity of goods has been detected on the document.
Copy PO and Line Items currency	If the Currency field is empty, fills it in using the value of the Line Items/Currency field. This rule also applies to the Line Items/Currency field, which is filled in using the value of the Currency field. Only the values that correspond to the ISO format are copied. If the currency is marked using the ”$” sign, the value is still copied, but is then formatted to be the standard “USD” value. If the Currency fields are empty, checks the value of the Supplier/Country field. If the country of the supplier is the US, fills the Currency field with the value “USD”.
Separate currency from amount in Line Items money field	Splits the amount and the currency in the amount fields and copies the currency into the Currency field if it is empty.
Check currency value	Checks that the value of the Currency field in the order corresponds to a currency format. Adds a list of suggested values if the field is empty or if its value does not correspond to any currency code.
Check Line Items currency value	Checks that the value of the Currency field in Line Items corresponds to a currency format. Adds a list of suggested values if the field is empty or if its value does not correspond to any currency code.
Set Default Country	If the Country fields in the Supplier and Buyer groups are not filled in, fills them in using the default value (US).
Supplier DB lookup	Checks information about the supplier against the corresponding data catalog. If the data catalog contains information about that supplier, but the values are either different or incomplete, fills in the appropriate fields using data from the data catalog. If the supplier was not detected correctly, the operator may select a different supplier from the data catalog manually during manual review. The Supplier ID, Name, Street and Country fields should be filled in the Suppliers data catalog.
Buyer DB lookup	Checks information about the buyer against the corresponding data catalog. If the data catalog contains information about that buyer, but the values are either different or incomplete, fills in the appropriate fields using data from the data catalog. If the buyer was not detected correctly, the operator may select a different buyer from the data catalog manually during manual review. The Buyer ID, Name, Street, Country, and Company Correlation ID (Supplier ID) fields should be filled in the Buyers data catalog.

Parameters

The Purchase Order EU and Purchase Order US skills have default skill parameters that refer to data catalogs used for Buyer and Supplier lookup. You can change the values of these parameters in Vantage or Advanced Designer to modify field extraction. For more information, see Skill parameters.

Parameter	Description
Buyers	The predefined data catalog used for Buyer lookup. The default value of this parameter is Buyers. You can change this value by choosing another available data catalog of the same type (Document Issuer Companies).
Suppliers	The predefined data catalog used for Supplier lookup. The default value of this parameter is Suppliers. You can change this value by choosing another available data catalog of the same type (Document Receiver Companies).

​Countries and Languages

​Extracted Fields

​Basic Information

​Buyer Information

​Supplier Information

​Delivery Information

​Line Items (Repeating Group)

​Totals and Taxes

​Delivery

​Key Fields

​Validation Rules

​Parameters

Countries and Languages

Extracted Fields

Basic Information

Buyer Information

Supplier Information

Delivery Information

Line Items (Repeating Group)

Totals and Taxes

Delivery

Key Fields

Validation Rules

Parameters