This report details how certain charts from the BravoTran Analytics tab are calculated.
Why Not Autoposted
This chart is built by looking at the autopost blockers that were set the first time automation ran. For each invoice it runs through the blockers here from top to bottom, and if the invoice has that blocker it is included in the bucket to the right. Each invoice can only be included in one bucket.
For instance, if the invoice has two blockers, DateTooEarly and NoShipmentGuesses, it will be included in the NoShipmentGuesses bucket because it comes earlier in the search order.
Note that the naming conventions for these blockers are referenced here. These are mostly self-explanatory.
| Order | Grouping | Blockers |
|---|---|---|
| 1 | New Creditor | MissingCreditor |
| 2 | Unknown Doc Types | NotGroupable NotAnInvoice AllDocumentsTypedOther |
| 3 | No Matching Job | NoShipmentGuesses |
| 4 | Incomplete Data Extraction | MissingNumber MissingDate MissingTotal NoTextInDocuments |
| 5 | No Accruals | NoJobWithAccrualsForCreditor NoAccrualsOnFoundJobWithOperatorEmail |
| 6 | Does Not Meet Business Rules | DateTooEarly DuplicateInvoiceNumber DuplicateInvoiceNumberMatchingTotal HasActiveException AccountAutopostDisabled CreditorAutopostDisabled NumberOnUnpostedAccrual OptionalValidationFailure ChargeLinePredictorAutopostDisabled |
| 7 | Accruals out of Alignment | MissingChargeLines AccrualsDoNotSumToTotal ChargeLinesNotApproved DirectChargeCodeMappingApprovalNeeded DirectChargeCodeMappingIncomplete AmountMatchingApprovalNeeded |
| 8 | Other | ShouldNotBeWaitingForApproval InvalidQueue InvalidState |