OCR Vendor Invoice Line Items

OCR Vendor Invoice line items are read directly off of the vendor invoice PDF as part of the OCR Extraction Process that generates an Extracted Vendor Invoice. They represent individual line items extracted from the invoice PDF, along with their corresponding prices, quantities, and descriptions.

Key Attributes

• exclude_from_processing : A boolean flag indicating whether the line item should be excluded from processing.
• raw_group_text : The raw text of the group that the line item belongs to, if any.
• quantity : The quantity of the item being purchased.
• unit_price : The unit price of the service being provided. Discovery calculates it as the amount divided by the quantity, so it can't be edited. Enter the quantity and amount instead.
• amount : The total amount of the line item.
• description : A description of the item.
• service description : A description of the service being provided.
• start date : The start date of the service being provided.
• end date : The end date of the service being provided.
• service address : The address of the service being provided.
• product code : The product code of the service being provided.
• reference number : A reference number for the line item. This is sometimes provided by the Vendor performing the service.
• subaccount number : The sub account number for the line item.
• order_number : The order number for the line item.
• manually classified type: The manually classified type of the line item. If present, this will override the classification given to the line item by Discovery's machine learning AI.

Start date, end date, description, quantity, and amount are required on every line item except one with the type Extra Data. Extra Data is for text on the invoice that is not a charge, and it does not count toward the line item total. An extracted invoice needs at least one line item that is not Extra Data before it can be processed.

How do I?

• How do I edit OCR line items and process an extracted invoice?
• How do I bulk assign Type on OCR line items?

On the Extracted Invoice edit page, open a line item to edit its fields one at a time, or use Select All Line Items / row checkboxes and Bulk Assign to set Type (and Vendor Fee or Sales Tax Type when required) on many saved rows at once.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.