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Specify that master data is to be used

This topic assumes that you have decided to use the first or third scenario described in Master data: Overview.

  1. Import master data.
  2. Using Manager, select Settings > Master data policy. The Master data policy dialog is displayed.
  3. Select Use imported sender data for identification, and display it in Verify when searching for a sender to use master data to identify suppliers. This also connects the master data to Verify, so you can use the supplier registry when searching for senders in the Verifying dialog.
  4. Recommended: Select the second setting in the dialog. This locks the senders list in Verify so you can only choose senders from the senders registry. In other words, if this setting is selected, you cannot type in new senders while verifying. However, documents from new or one-time senders can still be handled. (How?)
  5. Click OK to close the dialog and use this policy until it is changed.