transcendPS

Built on Kofax TotalAgilty™ the market leading Intelligent Process Automation Platform, transcendPS provides intelligent processing for ingesting, extracting, validating, approval, and ERP posting of packing slip receipt data.

Packing Slips, also known as a packing lists, shipping lists, delivery lists, or customer receipts are printed documents that provide detail information about shipments that are to be validated and verified at the time of shipment and receipt. Packing lists include receipt data such as itemized lists of shipment contents, units of measure, weights, and dimensions. Packing slips are a critical component of the order management lifecycle, ensuring that orders are effectively packaged, tracked, delivered, and fulfilled.

Benefits:

  • Eliminates manual work of reconciling receipt data to purchase order data and updating ERP
  • Utilizes machine learning for intelligent extraction of packing slip data by supplier
  • Provides role-based work queue showing detail slip data and status
  • Real time visibility (saved search) to receipts waiting processing and posted to ERP
  • Damaged items in transit can be quickly processed for expediting refunds or exchanges
  • Orders that have been split for multiple shipments can be easily identified

 

Features:

  • Packing slips are ingested (scanned) as email attached PDF, Excel, Word documents, or scanned directly
  • The solution utilizes machine learning for optimizing data extraction by vendor
  • Header data validation includes supplier id, name, purchase order number, shipment number
  • Detail receipt validation utilizes purchase order data for reconciliation
  • Receipt data can be edited to align with purchasing requirements
  • Business unit data can be assigned
  • Scanned packing slip document images can be viewed and modified
  • Users are provided a work queue list of packing slip receipt detail for review, validation and approval
  • Comments can be added for each receipt
  • A comprehensive search facility shows receipts awaiting approval and posted to ERP