1. Access the Help Center
Visit our Support Page (or navigate to the Help Center toggle in the bottom right corner your Leverage dashboard).
2. Fill Out the Parsing Request Form
Under Create a Ticket, select Parsing Request:
You will be directed to the form where you need to input the following information:
Basic Details
Title – Provide a brief title describing the request (e.g., "PO Parsing Request for Supplier X").
Description – Add relevant details about the document and parsing needs.
Supplier & Document Information
Supplier Name – Enter the name of the supplier associated with the document.
Supplier ID – Provide the unique Supplier ID (if applicable).
Sending Domain – The domain from which the document originates (e.g., suppliername.com).
Document Type – Specify the type of document that will be parsed.
Customer PO Details
Customer PO # Present? – Indicate if a Purchase Order number is included in the document.
Customer PO # Location and Formatting – Describe where the PO number appears and its format (e.g., "Top-right corner, 10-digit format").
PO Line & Item Information
Customer PO Line # Present? – Indicate if the document contains line item numbers.
Customer PO Line # or Item # – Specify which identifier should be used for parsing.
Missing Data Handling
Specify whether key data fields are missing and need special handling:
Missing Promise Date? (Yes/No)
Missing Quantity? (Yes/No)
Missing UOM (Unit of Measure)? (Yes/No)
Missing Unit Cost? (Yes/No)
Currency Conversion (if needed)
Convert Currency? (Yes/No) – Indicate if currency should be converted (if applicable).
3. Attach Example Documents
Click Upload Files to attach up to 10 sample documents.
Ensure the files match the format type you selected for Document Type.
4. Add Any Additional Notes
Use the Notes field to provide extra context or specific instructions.
5. Submit Your Request
Review all details and click Submit.
You will receive a confirmation email with a ticket number for tracking.
*The support team will provide the inbox email address once the parsing configuration is completed.