Computerized invoice record and receipt record matching with automatic discrepancy resolution
First Claim
1. A computer-implemented method performed by a computing device where the computing device includes at least one processor for executing instructions from a memory, the method comprising:
- matching an invoice record to a receipt record via at least one processor, wherein the invoice record stores data describing an invoice quantity of items and an invoice cost, and wherein the receipt record stores data describing a receipt quantity of items and a receipt cost;
determining a quantity discrepancy amount, via the at least one processor, between the invoice record and the receipt record;
determining a cost discrepancy amount, via the at least one processor, between the invoice record and the receipt record;
creating a mapping entry within a mapping data structure of tolerance data ranges to resolution actions, wherein the mapping entry maps a tolerance data range for a cost and quantity discrepancy pair to a set of resolution actions;
in response to the quantity discrepancy amount and the cost discrepancy amount corresponding to the tolerance data range within the mapping data structure, (i) selecting a resolution action from the set of resolution actions and (ii) generating an electronic message that identifies the resolution action; and
transmitting, via network communications, the electronic message to a computing system to invoke the computing system to automatically perform the resolution action without user intervention to resolve the quantity discrepancy amount and the cost discrepancy amount.
1 Assignment
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Accused Products
Abstract
Systems, methods, and other embodiments associated with invoice record and receipt record matching with automatic discrepancy resolution are described. In one embodiment, a method includes matching an invoice record to a receipt record and determining any remaining quantity discrepancy amount or cost discrepancy amount between the matched invoice record and receipt record. At least one tolerance window is identified, from a set of tolerance windows, into which the quantity discrepancy amount and the cost discrepancy amount fall. At least one resolution action, of a set of resolution actions, is identified which is mapped to the at least one identified tolerance window. A computing system is automatically triggered to perform the at least one identified resolution action to resolve the quantity discrepancy amount and the cost discrepancy amount.
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Citations
20 Claims
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1. A computer-implemented method performed by a computing device where the computing device includes at least one processor for executing instructions from a memory, the method comprising:
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matching an invoice record to a receipt record via at least one processor, wherein the invoice record stores data describing an invoice quantity of items and an invoice cost, and wherein the receipt record stores data describing a receipt quantity of items and a receipt cost; determining a quantity discrepancy amount, via the at least one processor, between the invoice record and the receipt record; determining a cost discrepancy amount, via the at least one processor, between the invoice record and the receipt record; creating a mapping entry within a mapping data structure of tolerance data ranges to resolution actions, wherein the mapping entry maps a tolerance data range for a cost and quantity discrepancy pair to a set of resolution actions; in response to the quantity discrepancy amount and the cost discrepancy amount corresponding to the tolerance data range within the mapping data structure, (i) selecting a resolution action from the set of resolution actions and (ii) generating an electronic message that identifies the resolution action; and transmitting, via network communications, the electronic message to a computing system to invoke the computing system to automatically perform the resolution action without user intervention to resolve the quantity discrepancy amount and the cost discrepancy amount. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A computing system, comprising:
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an input/output module, including instructions stored in a non-transitory computer-readable medium, configured to; retrieve a plurality of invoice records, where each invoice record includes data describing an invoice quantity of items and an invoice cost, and retrieve a plurality of receipt records, where each receipt record includes data describing a receipt quantity of items and a receipt cost; a matching module, including instructions stored in a non-transitory computer-readable medium, configured to match an invoice record of the plurality of invoice records to a receipt record of the plurality of receipt records; a discrepancy module, including instructions stored in a non-transitory computer-readable medium, configured to determine a quantity discrepancy amount and a cost discrepancy amount between the invoice record and the receipt record as matched by the matching module; and a mapping module, including instructions stored in a non-transitory computer-readable medium, configured to; create a mapping entry within a mapping data structure of tolerance windows to resolution actions, wherein the mapping entry maps a tolerance window for a cost and quantity discrepancy pair to a set of resolution actions; in response to the quantity discrepancy amount and the cost discrepancy amount corresponding to the tolerance window within the mapping data structure, select a resolution action from the set of resolution actions, wherein the input/output module is further configured to; generate an electronic message that identifies the resolution action, wherein the resolution action includes adjusting an inventory value, and transmit, via network communications, the electronic message to a computing system to invoke the computing system to automatically perform the resolution action without user intervention to resolve the quantity discrepancy amount and the cost discrepancy amount. - View Dependent Claims (11, 12, 13, 14, 15)
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16. A non-transitory computer-readable medium storing computer-executable instructions that, when executed by a computer, cause the computer to perform functions, wherein the instructions comprise:
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instructions for matching an invoice record to a receipt record, wherein the invoice record stores data describing an invoice quantity of items and an invoice cost, and wherein the receipt record stores data describing a receipt quantity of items and a receipt cost; instructions for determining a quantity discrepancy amount between the invoice record and the receipt record; instructions for determining a cost discrepancy amount between the invoice record and the receipt record; instructions for creating a mapping entry within a mapping data structure of tolerance windows to resolution actions, wherein the mapping entry maps a tolerance window for a cost and quantity discrepancy pair to a set of resolution actions; instructions for selecting a resolution action from the set of resolution actions in response to the quantity discrepancy amount and the cost discrepancy amount corresponding to the tolerance window within the mapping data structure instructions for generating an electronic message that identifies the resolution action, wherein the resolution action includes adjusting an inventory value; and instructions for transmitting the electronic message to a computing system to invoke the computing system to automatically perform the resolution action without user intervention to resolve the quantity discrepancy amount and the cost discrepancy amount. - View Dependent Claims (17, 18, 19, 20)
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Specification