Proven Use Cases

Automated Comparison of Order Confirmations and Purchase Orders

Problem

In manufacturing, customers often request order confirmations to ensure availability, correct data transmission, and delivery dates. These must be laboriously compared line by line with the associated purchase order, which is a time-intensive and error-prone manual process. With just-in-time/lean manufacturing, missing a quantity discrepancy can lead to production line standstill in the worst case, pricing discrepancies can lead to liquidity management problems. Catching errors early is paramount.

Solution

Using modern AI technology, we implemented an automation solution using the UiPath platform and OpenAI GPT AI models to automatically ingest order confirmations and compare them to the purchase order.

Process Steps

1. 1
   Retrieve order confirmations from email attachments or a hot folder
2. 2
   Digitize them using UiPath OCR
3. 3
   Look up the purchase order number from the document using regular expressions and retrieve PO data from the ERP system
4. 4
   Add a well-engineered prompt alongside the document and PO data to the context to allow the LLM to intelligently compare data
5. 5
   In case of discrepancies send the discrepancy and extraction data, as well as the document, to a custom app in UiPath Action Center for human-in-the-loop review
6. 6
   In case of no discrepancies or after human review, create the order confirmation in the ERP system ProAlpha