Procountor Junior Dimensioning

What is Procountor Junior Dimensioning?

• Junior Dimensioning is an artificial intelligence assistant that predicts dimensions and dimension item to on purchase invoices' Verification view.
• As Junior Dimensioning makes these dimension suggestions, the user’s responsibility is to check and verify their correctness.
• Junior Dimensioning can be enabled on all purchase invoices or only on certain invoices.
• Junior Dimensioning must be enabled by the customer – it will not be automatically enabled.
• Junior Dimensioning is separate from Posting predictions Junior. They can, however, be used at the same time. They both have different usage settings.
  • Junior Dimensioning does not make changes to postings, VAT statuses and VAT deduction right percentages.

Procountor Junior Dimensioning is available with a monthly fee. The feature is free of charge until the end of the year 2023! Read more about the pricing here.

 

How to enable Junior Dimensioning?

What is required to enable Junior Dimensioning?

To make it possible to enable Junior Dimensioning, the following conditions must be met:

• There must be within 50 purchase invoices within 12 months that are considered business transactions.
  • This means that the invoices must be either Approved, Payment denied, Payment queued, Payment sent to bank, Partly paid, Marked paid, or Paid.
• Purchase invoices must be posted by row.
  • This can be checked on the Usage settings view (Management > Company info > Usage settings).
• The environment must be a Finnish Procountor environment.
• The environment must be in production. Environments in trial usage do not support Junior Dimensioning.
• Junior can only be enabled in Procountor Financials environments (not Alku or Light version).

 

Where and how can Junior Dimensioning be enabled?

If the above-mentioned conditions are met, Junior Dimensioning can be enabled either on the Verification view of a purchase invoice with the guided setup or alternatively on the Usage settings view.

Enabling Junior Dimensioning on the purchase invoice Verification view:

• If the above-mentioned conditions are met, Procountor Dimensioning will suggest enabling Junior when the user opens the purchase invoice Verification view.
• A pop-up window explaining the basics of Junior Dimensioning and how effectively Junior Dimensioning would work in that particular Procountor environment.
  • Two options are displayed: I would like to try Junior Dimensioning and Continue without Junior Dimensioning.
  • To enable Junior, select I would like to try Junior Dimensioning. This enables Junior Dimensioning for all the suppliers and all purchase invoices in that environment.
  • If you do not wish to enable Junior Dimensioning, select Continue without Junior Dimensioning. Junior will not be enabled and Procountor will not suggest enabling it. However, the feature can be enabled later in the Usage settings.
  • If the window is closed by clicking the X in the top right corner, the suggestion will not be displayed again. The suggestion will be displayed to the other users on the purchase invoice Verification view.

 

Enabling Junior Dimensioning on the Usage settings view:

• If the above-mentioned conditions are met, Junior Dimensioning can also be enabled on the Usage settings view (Management > Company info > Usage settings).
• Junior Dimensioning is enabled on the Usage settings view by selecting the option Use Junior dimension predictions in purchase invoices.
  • This enables Junior for all the suppliers and all purchase invoices in that environment.

 

In what kind of situations Junior Dimensioning is recommended to be enabled?

Situations where enabling Junior Dimensioning is recommended:

• Enabling Junior Dimensioning is recommended if the expected accuracy for Junior’s dimension predictions in that certain environment is excellent. The expected accuracy is displayed in the guided setup when Junior dimensioning is enabled on the Verification -view.
• Junior dimensioning can be of considerable help and is worth trying even if the expected accuracy is moderate. If Junior dimensioning is enabled with moderate expected accuracy, it may be wise to monitor how accurately Junior can predict the dimensions.

Situations where Junior Dimensioning might not be of additional help:

• If default dimensions are effectively used in the environment, there may not be any additional benefit from using Junior dimensioning. In this case, it is recommended to keep using these Dimensions.

Things to consider when implementing Junior Dimensioning:

• Junior dimensioning may not necessarily be able to make dimension predictions if the company has undergone changes in the past year in their dimension practices.  Junior will learn to predict more accurate suggestions in a couple of months.
  • Junior learns to make more accurate predictions even if it is not enabled in the Procountor environment.

 

What is the working logic of Junior Dimensioning?

Junior Dimensioning's Dimension predictions

Junior Dimensioning makes dimension predictions that are certain based on Junior's working logic, but also predictions that are uncertain based on its working logic.

• When Junior Dimensioning is enabled in the Procountor environment, the fields that are highlighted with yellow background on invoice's Verification view are uncertain predictions, so those fields should be especially considered when reviewing Junior's predictions.
• The fields on which Junior Dimensioning has made certain predictions based on its working logic, have not been highlighted. Even though Junior Dimensioning's working logic considers the prediction certain, it is still a prediction.
• Junior Dimensioning's dimension predictions are created when the purchase invoice is created, or when the purchase invoice arrives to Procountor.
  • If a large number of purchase invoice is imported to Procountor through API interface, there may be a small delay in creation of the predictions.
  • Also, the dimension predictions are re-created, if the dimensioning of the invoice is edited, for example by editing the row info on the Invoice view.

 

Reviewing and handling of Junior Dimensioning's dimension predictions

• Junior Dimensioning's predictions can be approved with Approve uncertain dimensions button, if the predictions seem to be correct, when reviewing the Verification view of the invoice.
• If there is need to make corrections to Junior Dimensioning's predictions, the corrections can be made normally to the fields. After making the corrections, they must be saved with the Save button.
• If Junior Dimensioning's dimension predictions are wanted to be disabled for one invoice it can be done on Verification view with the Junior dimension predictions switch. The same switch can be used for enabling Junior Dimensioning's  predictions for the invoice.
  • If Junior Dimensioning's predictions are switched off, the invoice's dimensioning will go according to dimension defaults.
  • If Junior Dimensioning's predictions are switched off, all color highlights regarding to the feature will vanish from the Verification view.

• It should be taken into consideration, that if the row information on the Invoice view is edited after the dimension predictions have been reviewed and handled, Junior Dimensioning will make new predictions based on the new row information.

 

Dimensions view

In the Dimensions -view of the invoice, information is displayed on the top if dimension predictions have been made by Junior Dimensioning in that invoice. 

 

Accounting view

The Accounting view shows information if dimensions predictions have been made by Junior Dimensioning in that invoice.

 

Splitting dimension item in equal percentages

Junior Dimensioning cannot predict percentage allocation to items.  If there are more than one item, the feature will split dimension item in equal percentages. This can be changed in the usage settings by deselecting the Enable Junior to split dimension items in equal percentages -box.

 

Special situations

Special situations on invoice's Verification view

• Junior Dimensioning's dimension predictions are created when the purchase invoice is created, or when the purchase invoice arrives to Procountor. If a large number of purchase invoice is imported to Procountor through API interface, there may be a small delay in creation of the predictions.
• If the user edits dimensions before Junior Dimensioning gives its predictions, Junior Dimensioning will not "overwrite" edits made by the user.
• Junior Dimensioning is not ready with the dimension predictions.
  • The Junior dimension predictions switch is disabled (cannot be used) and the dimensions are according to the dimension defaults.
• Junior Dimensioning has been unsuccessful to give the predictions
  • The Junior dimension predictions switch is disabled (cannot be used) and the dimensions are according to the dimension defaults.
• The tracking period or financial year has been closed before Junior Dimensioning has given its dimension predictions.
  • The dimensions on the closed tracking periods or financial years  will not be changed. The feature will not "overwrite" edits made by the user.
• The Accounting by row selection has been unselected on the invoice's Invoice view.
  • Accounting by row must be enabled on the invoice and in the environment in order to use Junior Dimensioning.
• Rows to transactions / Transactions to rows buttons have been used on the Accounting view of the invoice.
  • After this Junior Dimension’s predictions are no longer available for the invoice. Predictions are available again if the invoice's row info is edited and accounting of the invoice is created again. 

Dimensioning has been created for the invoice through the integration or through the import data.

• Junior Dimensioning does not make dimension predictions if dimensioning has been created for the invoice through the integration or through the import data.

 

Receipt search

Receipts can be searched with different kinds of Junior Dimensioning-related search criteria on the Receipt search view. The search criteria related to Junior Dimensioning can be added in the Advanced search section of the view. After setting the search criteria, the receipts can be normally searched by clicking on the Search invoices button. 

 

How can Junior dimensioning be disabled in the Procountor environment?

Junior Dimensioning can be disabled by removing the selection from the Use Junior dimension predictions in purchase invoices setting on Usage settings view.

Please note, even if the Junior Dimensioning is disabled, the dimension predictions made by the feature will remain in accounting with those invoices where they are part of the saved dimensioning. Uncertain predictions are not highlighted anymore, and the Junior dimension predictions switch and other functions related to Junior Dimensioning is not in use.

We recommend that you review the uncertain predictions before disabling the feature.