Detect reverse charge

A custom AI action asks, with the answer shape Yes or no, whether an invoice is a reverse-charge invoice. On yes, accounting reviews its tax before the cost center’s responsible person approves; on no, it goes straight to the approval. If the AI can’t answer, for example without credits or on a confidential document, the invoice goes straight to the approval too. The AI approves nothing.

The workflow

The workflow starts for every document of the type incoming-invoice. Its file workflow.yaml:

$schema: 'https://docs.acriva.de/schemas/workflow.schema.json'
format: 1
schemaVersion: 5
sdk: '1.0.0'
key: reverse-charge
name: Reverse-Charge erkennen
template: custom
trigger:
  documentType: incoming-invoice
fields: []
start: ask
steps:
  - kind: aiCustom
    name: ask
    label: Reverse-Charge?
    instruction: Ist das eine Reverse-Charge-Rechnung? Antworte mit Ja, wenn die Rechnung keine Umsatzsteuer ausweist und auf die Steuerschuldnerschaft des Leistungsempfängers hinweist.
    fields:
      - vendorName
      - totalGross
    readText: true
    answer: yesNo
    choices: []
    next: route
    onSkipped: approval
  - kind: condition
    name: route
    label: Reverse-Charge-Rechnung?
    branches:
      - when:
          kind: compare
          output:
            step: ask
            key: answer
          operator: equalTo
          constants:
            - 'true'
        next: taxReview
    default: approval
  - kind: humanTask
    name: taxReview
    label: Steuerliche Prüfung
    taskKind: review
    assignees: []
    fallback:
      kind: role
      role: Buchhaltung
    options:
      excludeRequester: false
      excludeActorsOfSteps: []
      pickFile: false
    next: approval
    onRejected: rejected
  - kind: humanTask
    name: approval
    label: Freigabe Kostenstelle
    taskKind: approve
    assignees:
      - when: null
        assignee:
          kind: costCenterResponsible
    fallback:
      kind: role
      role: Geschäftsführung
    options:
      excludeRequester: true
      excludeActorsOfSteps: []
      pickFile: false
    next: approved
    onRejected: rejected
  - kind: end
    name: approved
    label: Freigegeben
    outcome: approved
  - kind: end
    name: rejected
    label: Zurückgewiesen
    outcome: rejected