The Cruncher Assistant reads a PDF certificate and fills in the test results for you. It uses the specifications of the product on the transaction (characteristics and material) to know which values to look for, creates a manufacturing lot with what it found, and links the lot to the transaction.
The Cruncher is a separate module. Contact ChainTraced for a quotation. It only extracts what the product asks for, so the product needs specifications first; see Set up Product Requirements.
Where: open a lot transaction under Lot Transactions > Supplier or Lot Transactions > Customer and click Extract results from PDF in the toolbar.
When the action is available
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Condition |
Detail |
|---|---|
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Transaction type |
Lot transactions only, supplier and customer alike. |
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Status |
Any status where the transaction can still be edited, such as Requested and Ongoing draft . Not available once it is Approved , Rejected , Withdrawn or awaiting approval. |
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Product and counterparty |
Both must be set on the transaction. If one is missing the button is greyed out and the tooltip tells you which. |
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Your access |
Write access to transactions. |
Extract results
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Pick the file. In the Cruncher Assistant window, choose Select file on a PDF already attached to the transaction, or Upload a PDF. Only one PDF at a time, up to 32 MB. Check the preview and click Continue.
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Confirm the numbers. The Cruncher looks for lot and charge numbers in the document and shows them as suggestions. Click a suggestion or type into Lot number and Charge number.
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For a freshly uploaded file, decide with Save file as a private attachment on the transaction whether to keep it on the transaction. Private attachments are not visible to the counterparty.
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Click Continue and Import Data and wait while the document is scanned.
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Field |
Effect |
|---|---|
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Lot number |
Required. It becomes the lot number of the manufacturing lot that is created and linked to the transaction. |
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Charge number |
Optional. Without it no material charge is created and the chemical composition is not extracted, even when the product has material requirements. |
Review the results
The results appear next to the preview as the manufacturing lot the Cruncher built: Performed tests per characteristic with Min, Max and Result, and Material properties per element. Compare them with the document; the AI can misread a value.
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Situation |
Do this |
|---|---|
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Everything is correct |
Click Close. The extracted data is already saved on the lot. |
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A value needs correcting, adding or removing |
Edit it in the results panel and click Save and close. The button is enabled only when you have changed something; a warning shows while changes are unsaved. |
Back on the transaction the lot is linked and its results are shown, so you can carry on as usual: complete and submit a customer transaction, or approve or reject a supplier one.
Related
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Manufacturing Lots: what the created lot contains and how to edit it later.
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Create a Customer Transaction or Respond to a Customer Request