Glossary

The confirmation that the recognized data of a document is correct. An approved document is read-only. Depending on your company's settings, FlowEngine can also approve results with high recognition confidence automatically.

Other search terms: approve, sign-off

See also: Review queue, Transfer

Read more: Guide after sign-in

An email to the supplier about deviations found in a document comparison. FlowEngine prepares a draft; it can only be sent if your installation has an email server set up.

Other search terms: supplier enquiry, supplier inquiry, query, clarification

See also: Deviation, Document comparison

Read more: Guide after sign-in

A status of a procurement process: there is at least one serious deviation between documents or a reference to a document assigned to another process. If a document fits several processes during automatic assignment, this is called Mehrfachtreffer (multiple match).

Other search terms: process conflict, assignment conflict, multiple match

See also: Deviation, Open reference, Procurement process

Read more: Guide after sign-in

The stored credentials and addresses for a target system. After any change to a connection, FlowEngine only transfers again once a connection test has succeeded.

Other search terms: credentials, connection test, connect target system

See also: Connector, Integration

Read more: Guide after sign-in

The part of FlowEngine that can talk to a particular target system, for example SAP S/4HANA, Odoo, DATEV as an export file, a REST API or an OData service. Some connectors are marked as experimental.

Other search terms: target system, adapter

See also: Connection, Integration, ERP integration

Read more: Supported target systems and connectors

A difference between related documents of a procurement process, for example in quantity, unit price or total. FlowEngine detects deviations; whether a deviation is accepted or clarified with the supplier is decided by a person.

Other search terms: discrepancy, variance

See also: Document comparison, Clarification email, Conflict

Read more: Guide after sign-in

The comparison of up to three documents within a procurement process, for example of an order and its order confirmation, field by field and line by line. Not to be confused with the offer comparison.

Other search terms: document comparison in a procurement process, deviation comparison

See also: Deviation, Line selection, Offer comparison

Read more: Guide after sign-in

The automatic path from a file to structured data: FlowEngine accepts the file, reads its text, recognizes the document type, header data and line items, and checks the result for plausibility.

Other search terms: processing, recognition, extraction, parsing, OCR

See also: Upload, Review queue, Approval

Read more: Understanding document processing

The link between FlowEngine and an ERP system such as SAP S/4HANA or Odoo. FlowEngine only sends data to the target system; it does not read master data, orders or postings from the ERP system.

Other search terms: ERP connection, ERP interface, ERP system

See also: Integration, Connector, Connection

Read more: Supported target systems and connectors

The rule by which an offer comparison awards points, for example by price only or by price and further criteria.

Other search terms: evaluation logic, scoring method, evaluation

See also: Weighting, Ranking

Read more: Guide after sign-in

The explicit confirmation of quantities actually accepted against an order. Each partial delivery is recorded separately; corrections and cancellations remain in the history. A delivery note alone does not confirm receipt. Recording receipts in the procurement process is available independently of invoice management.

Other search terms: goods receipts, receipt confirmation, partial delivery, goods received

See also: Procurement process, Ownership

Read more: Guide after sign-in

The protection against the same document being created twice in the target system when a transfer is repeated. For this, FlowEngine forms a key from the document, the integration and the target object.

Other search terms: idempotency key, duplicate, duplicate transfer, needs review

See also: Transfer

Read more: Guide after sign-in

A configured transfer of reviewed document data from FlowEngine to a target system, for example an ERP system. Administrators set up integrations; which target systems are offered depends on what the FlowEngine operator has enabled.

Other search terms: interface, connector, ERP

See also: Connector, Connection, Mapping, Transfer

Read more: ERP integrations: the basics

The email with which administrators bring a person into the company. The link in it is valid for seven days.

Other search terms: invite, invite member, new account

See also: Role, Security policy

Read more: Guide after sign-in

A document type: a supplier's claim for payment. In a procurement process, the invoice is the last stage of the process chain. Invoice management with its own invoice review is not yet generally available.

Other search terms: invoices, supplier invoice, vendor invoice

See also: Procurement process, Process chain

Read more: Guide after sign-in

In the document comparison of a procurement process, the choice of which line items of a document count toward the comparison total. Editors confirm the selection for the process; after a change to the document, it has to be reviewed again.

Other search terms: exclude lines, adjusted comparison total, excluded lines

See also: Document comparison, Deviation

Read more: Guide after sign-in

The check of every incoming file for malware before FlowEngine accepts it. Files in which malware is found are always rejected. Whether a file is accepted while the scan is unavailable depends on your company's security policy.

Other search terms: security check, virus scan

See also: Upload, Security policy

Read more: Guide after sign-in

The rules that define which field of a document goes into which field of the target system, including lookup tables. Not to be confused with assigning a document to a procurement process.

Other search terms: data mapping, field mapping, lookup table

See also: Integration, Transfer

Read more: Guide after sign-in

A notice under Fehlende Folgedokumente (missing follow-up documents) in the top bar. It appears when a document in a procurement process refers to a missing predecessor and the number of days set in the rule has passed. Administrators set the rules.

Other search terms: reminder, reminder rule, missing follow-up document, deadline

See also: Open reference, Process chain

Read more: Guide after sign-in

The evaluation of several offers for one request by price and further criteria, with a ranking and a decision. The function is only available if it is enabled for your company.

Other search terms: quote comparison, bid comparison, quotation comparison

See also: Document comparison, Ranking, Total cost

Read more: Compare offers and documents

A reference from a document to a predecessor that is missing from the procurement process, for example the order number in an order confirmation for which no order is assigned. The process status is then Unvollständig (incomplete).

Other search terms: missing predecessor, expected document, incomplete

See also: Process chain, Missing document reminder

Read more: Guide after sign-in

The person responsible for a procurement process who may edit it. Administrators assign the responsible person.

Other search terms: responsible person, responsibility, assign, assignee

See also: Role, Procurement process

Read more: Guide after sign-in

In the offer comparison, matching the same line items of different offers to each other, automatically by attributes such as article number and description, and manually where needed.

Other search terms: line-item matching, line item matching, item matching

See also: Offer comparison, Ranking

Read more: Guide after sign-in

An export file in the DATEV EXTF format that your accounting team imports into DATEV. FlowEngine creates the file; there is no online connection to DATEV.

Other search terms: DATEV, DATEV export, EXTF

See also: Connector, Transfer

Read more: Guide after sign-in

The six stages of a procurement process in their order: request, offer, order, order confirmation, delivery note and invoice. The detail page of a process shows its documents along this chain.

Other search terms: document chain, process stage, stage

See also: Procurement process, Open reference

Read more: Guide after sign-in

All related documents of one purchasing transaction, from the request through offer, order, order confirmation and delivery note to the invoice. In the English interface, the area is labeled Orders.

Other search terms: procurement processes, Orders, order process, business process

See also: Process chain, Ownership, Conflict, Goods receipt

Read more: Procurement processes in FlowEngine

The order of the offers in a comparison according to their evaluation. If several offers share first place, there is no winner.

Other search terms: rank, recommendation, winner

See also: Evaluation method, Weighting, Total cost

Read more: Guide after sign-in

The list of documents a person should review, for example because values were recognized with low confidence or the plausibility check reported issues. You open it with Review Queue in the left navigation.

Other search terms: review, review tasks

See also: Approval, Work queue

Read more: Guide after sign-in

Defines what an account may do in its company. There are the roles member and administrator. System administrators belong to the operator of FlowEngine and are not a role of your company.

Other search terms: administrator, member, permission, rights, access rights

See also: Invitation, Security policy, Ownership

Read more: Guide after sign-in

Company-wide rules that administrators set and the server enforces, such as session duration, sign-out after inactivity, permitted exports, maximum upload size and permitted invitation domains.

Other search terms: session duration, upload size, upload limit, invitation domains, malware scanning

See also: Role, Malware scan, Upload

Read more: Guide after sign-in

In the offer comparison, the price of an offer including additional costs such as freight, insurance and customs duty. Estimated parts are marked as estimates.

Other search terms: all-in cost, landed cost, net landed cost, additional charges

See also: Offer comparison, Ranking

Read more: Guide after sign-in

A single dispatch of document data to a target system by an integration, with status and history. Failed transfers can be retried.

Other search terms: execution, ERP sync, synchronization, batch export, history

See also: Integration, Idempotency, Mapping

Read more: Guide after sign-in

Adding a file to FlowEngine, in the browser on the Upload page or with the mobile app. Document processing starts afterwards. In the browser and in the app, the limit is 20 MB per file.

Other search terms: upload documents, upload file

See also: Document processing, Malware scan, Security policy

Read more: Guide after sign-in

The share with which the price and individual criteria count in the evaluation of an offer comparison. Together, the weights add up to exactly 100 percent.

Other search terms: weight, criterion weight, price weight, quality weight

See also: Evaluation method, Ranking

Read more: Guide after sign-in

The open tasks for the documents you are allowed to see. You find the work queue on the Documents page.

Other search terms: tasks, task list

See also: Review queue, Ownership

Read more: Guide after sign-in