Batch scenario – Reviewing an invoice

A manufacturing company has integrated Correspondence Reviewer into the business workflow.

The company uses the StreamServe software to create invoices. If the invoice amount is lower than $100 000, invoices are automatically formatted and distributed to the customer.

The invoice is reviewed in Correspondence Reviewer

However, if the amount exceeds $100 000, the invoice is paused before being formatted and distributed.

Steve, who is the CFO (Chief Financial Officer) of the manufacturing company, opens Correspondence Reviewer from his business application. In Correspondence Reviewer, the invoice is added to the list of documents awaiting approval. Steve reviews the invoice and double-checks that the invoice amount corresponds to the goods actually delivered to the customer.

The invoice is approved in Correspondence Reviewer

Since the invoice amount is correct, Steve approves the invoice. The processing is resumed and a final invoice is formatted and distributed to the customer.

If the invoice amount would have been incorrect, Steve would have to delete the invoice in Correspondence Reviewer and adjust the input data in the business application. The corrected input data is once again sent to the StreamServer application, now creating the correct invoice.

Figure 3

Batch scenario

If Ad Hoc Correspondence is integrated into the business workflow, Steve can edit the invoice before he approves it. See Batch scenario – Editing the invoice.