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Question

Question

Forms BP/WF for Fuel Deliveries

asked on August 27

We are in the process on upgrading to 12 and moving to Cloud. One of the areas I've been asked to look at improving is how fuel bills and BOLs are handled (c-stores). This would include how the documentation is handled (which is currently scanned in my each location daily to a network folder and brough into our repository for storage), and possibly using a Smart Fields template to create a CSV import for PDI instead of manually keying each delivery at each location (which results in numerous date/time errors currently). 

Does anyone have a similar process in place? I'm just looking for some ideas to guide me on what's realistically possible. I don't have all the details yet, but I believe many of the issues they face stem from the carrier and aren't necessarily something we can address internally.

Thanks!

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Replies

replied on August 27

If the only problem is manual data entry, use smart fields to extract the data and upload it through an API call or downloaded as a CSV from a template search.

If the remaining problem is invalid data on the documents you should train an agent to evaluate the data, flag things that need to be flagged, and prep the data for proper import before you import anything.

 

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