Testing #8412
closedVendor Invoice Verification with Product Matching & AI-Based Similar Product Handling
Description
Implement and validate the workflow for verifying vendor invoices by matching invoice products with existing products in the system. The system should leverage AI-based extraction to identify and suggest similar products. Based on user/client validation, the system should either map to an existing product or create a new one.
Business Requirement:
The client requires an intelligent invoice verification mechanism where:
Products from vendor invoices are extracted using AI.
Extracted products are compared against the existing product database.
If similar products are found:
Suggest them to the user.
Allow user to accept or reject the suggestion.
If no suitable match is found or user rejects suggestions:
Allow creation of a new product.
Workflow / Functional Flow:
Invoice Upload
User uploads vendor invoice (PDF/Image).
AI extraction process is triggered.
AI Data Extraction
Extract fields:
Product Name
Quantity
Unit Price
Total Price
Vendor Details (optional)
Product Matching Logic
System compares extracted product names with existing products using:
Exact match
Partial match (string similarity)
AI similarity model
Similar Product Suggestion
If similar products found:
Display list of suggested products.
Show confidence score (if available).
User Decision Handling
Accept Suggestion
Map invoice product to selected existing product.
Reject Suggestion
Proceed to create new product.
New Product Creation
Auto-fill fields from extracted data.
Allow user to edit before saving.
Invoice Verification Completion
All products must be mapped (existing or new).
Mark invoice as "Verified".
Acceptance Criteria:
ID Criteria
AC1 Invoice upload should trigger AI extraction successfully
AC2 Extracted product data should be displayed correctly
AC3 System should suggest similar products when matches exist
AC4 User should be able to accept a suggested product
AC5 User should be able to reject suggestions and create a new product
AC6 New product form should be pre-filled with extracted data
AC7 Invoice cannot be marked verified unless all products are mapped
AC8 System should handle duplicate/similar product names correctly
AC9 Confidence score (if available) should be visible for suggestions
AC10 No data loss should occur during mapping or creation
Test Scenarios (QA Coverage):
Positive Scenarios
Upload valid invoice → AI extracts correctly → suggestions shown
Accept suggested product → mapping successful
Reject suggestion → create new product → saved successfully
Negative Scenarios
AI extraction fails → error handling
No similar products found → direct new product flow
Incorrect AI suggestion → user rejects and proceeds
Edge Cases
Similar product names with slight variations (e.g., “Rose Plant” vs “Red Rose Plant”)
Multiple similar matches returned
Duplicate products in invoice
Special characters / OCR errors in product names
UI Expectations:
Highlight extracted products clearly
Show “Suggested Products” section
Provide:
Accept button
Reject/Create New button
Editable form for new product creation
Dependencies:
AI Extraction Service
Product Database
Matching Algorithm / Similarity Engine
Subtasks
Related issues
Updated by Sai Mahananda 14 days ago
- Tracker changed from Bug to Testing
- Raised by Tester deleted (
Mahananda Sai)
Updated by Sai Mahananda 13 days ago
- Status changed from New to In Progress
started at 1.53 PM
latest code deployed after lunch
i changed status to in progress
Updated by Sai Mahananda 13 days ago
- Status changed from In Progress to Closed
- Estimated time set to 1:00 h
📝 Description
During testing of the Vendor Invoice flow, I validated the following areas:
AI Extraction
Unit price calculation
Stock addition
Return flow
Draft creation
Product creation
Discount calculation
Shipping & Tax handling
Payment section
While performing end-to-end testing, I observed the below issues:
🔴 Issues Identified
Similar Product Not Showing (Green Coco)
Product “Green Coconut” already exists, but for invoice product “Green Coco”, system is not showing it in similar products. Partial/fuzzy match is not working.
Incorrect Similar Products (Gongura Leaves)
For “Gongura Leaves”, system shows unrelated suggestions like Curry Leaves and Mango Leaves, which are not relevant.
Tax Handling in Vendor Invoice
Tax is appearing as a product line item. Need clarification whether tax should be treated as a product or calculated separately.
Draft Navigation Issue
After clicking Draft, system is not redirecting back to the Vendor Invoice list page.
Discount Text Format
Displayed text:
“Discount cash is $238.50 (50% of subtotal)”
This is not in proper/standard format and needs UI improvement.
Unmatched Product Validation Missing
System allows invoice creation even when some products are not matched or resolved, leading to incomplete data handling.
Discount Restriction (50% Limit)
Discount is restricted to 50%. If invoice has more discount, user is unable to enter it and system is not auto-adjusting.
Payment Section – Check Handling Issue
When selecting Full Payment → Check, and then switching to Partial → Check, the same check number is retained. This behavior needs validation.
Zelle Payment Information Missing
While selecting Zelle payment, system is not capturing or requiring phone number/details.
✅ Summary
The above issues impact:
Product mapping accuracy
Financial calculations (discount/tax)
Data validation
Payment handling
User navigation
These need clarification and fixes to ensure a smooth and accurate Vendor Invoice workflow.