The Master data policy dialog

To access this dialog: Using Manager, select Settings > Master data policy.

Use this dialog to specify whether Kofax ReadSoft Invoices uses master data to identify suppliers.

Please read overview information before using these settings.

Use imported supplier data for identification, and display it in Verify when searching for a supplier
  • Uses master data to identify suppliers.
  • Connects the master data to Verify so that you can use the master data when searching for suppliers.
Important After you enable this setting, you cannot disable it unless you clear the database of all suppliers.
Allow Verify operators to choose suppliers from the supplier registry only (not add new ones)
  • Locks the Supplier list in Verify so that you can only choose suppliers from the supplierregistry. In other words, if this setting is selected, you cannot type in new suppliers while verifying. However, invoices from new or one-time suppliers can still be handled. (How?)
  • Hides the Supplier numberand Description settings in the Verifying dialog.

This setting is highly recommended if "Use imported supplier data..." is selected.