Mastering Surcharges in Infor ERP: Boost Your AP Efficiency with Docbits

Industry: Cloud ERP, Discrete Manufacturing, Distribution, Process Manufacturing, Service Industries, Warehouse Managment

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Video Overview

⭐ Description

This transcript provides a clear, practical overview of how to use Workflows in DocBits to automate surcharge calculations and streamline decision-making for documents with variable pricing. With fluctuating market conditions—such as rising energy or material costs—many items now require dynamic pricing adjustments. DocBits Workflows allow users to trigger automated processes only when specific document criteria are met, such as running calculations exclusively for Order Confirmations or selected document types.

The video explains two powerful approaches for surcharge calculation: AI-based automatic surcharge calculation and manual table-based calculation. Using AI, DocBits extracts table data from the document and automatically computes MTZ (material surcharge) and ETZ (energy surcharge) based on raw weight per unit. While the AI Calculation card provides fast, generic calculations, the transcript also highlights the flexibility of manual calculation, which supports filtering by item numbers, regular expressions, and custom logic.

Advanced workflow management is also covered through the Run Workflow card, enabling users to trigger additional workflows sequentially based on conditions—even allowing deactivated workflows to run when criteria are met. The transcript concludes with guidance on inserting calculated surcharges into existing fields—such as adding negative discounts into the discount column—while ensuring empty fields are handled correctly.

Overall, the video demonstrates how DocBits Workflows can automate surcharge handling, reduce manual effort, and ensure pricing accuracy across documents with dynamic market-based costs.