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Invoice processing

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Posted on by ssnandi Microsoft Employee

If you have 2000 different variations of invoice, how would you process this in AI builder with collections? Is it possible to create 2000 collections and train each variation of invoice? What's the impact on performance during processing of multiple variations within Power Platform or does it make sense to use Form Recognizer composed model, and publish it to containers.

Any insights?

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CedrickB Microsoft Employee on at

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At the moment, we support 200 different collections with the structured model.

The recomendation is to create an initial model and test each new vendor/layout against the model to check wherever a new collection is needed or not.

At some point, the model should be robust enough to manage the vast majority of your vendors/layouts without having to add more collections in the training set.
LHubb 38 on at

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Hello @CedrickB,

I have a related question: How does a model handle invoices that are of the same format but that may have a different number of line items? Would these invoices go into the same collection or separate collections? For example, Invoice A has line items 'Amount', 'Consumption', 'City Tax', and 'Energy Solution Credit' but Invoice B has line items 'Amount', 'Consumption', and 'State Tax'.

Thank you.
CedrickB Microsoft Employee on at

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Yes, it goes to the same collection.

Just make sure to provide at training samples with a couple of variants (2 line items, 10 line items, 30 line items for instance)
SamKamal230 2 on at

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Hi Everyone!

I am trying to make a PowerApp that achieves the following:

* Upload invoice within the app that uses AI model to extract information from the app and populate the fields on the form in the app.
* Populate dataverse tables from the extracted information
* Create a approval flow

The problem I am facing is that the when using the following code in the "OnChange" field of the formprocessor, It is not able to add all the table items into the collection (if it is picking up description, quantity, price, total fields with the AI model, it only shows the description field in the collection)

ResetForm(Form1);
NewForm(Form1);
ClearCollect(
InvoiceCollect,
FormProcessor1.Tables.items
);
UpdateContext({Gridshow: true});

Can anyone guide me regarding this? Where I am making a mistake and how I can correct it so I can achieve my use case. Thanks!

Note: I used 3 collections to train my AI model because 3 vendors have different invoice structures.