The Suppliers dialog in connection with master data
To access this dialog:
- Using Manager: Select .
- Using Verify or Optimize: Click Supplier number in the Verifying dialog.
- Search for suppliers in Kofax ReadSoft Invoices' database.
- Select a supplier.
|Supplier||Displays the supplier. (See How the supplier, supplier number, and description values are used.)|
|Description||Displays the description.|
|Status||Displays the invoice definition status.|
|Identification - see instructions|
|(Selection box)||Specifies an identifier to use when identifying the invoice.|
|AND / OR||Specifies a logical relationship between the selection boxes. This setting is only used if the invoice definition uses more than one identifier. (More info.)|
|Use currency||Determines whether currency settings are used.|
|Default currency||Determines which
currency is assumed when interpreting amount
fields. This setting also sets the default currency to use if
Kofax ReadSoft Invoices
cannot identify the
invoice currency or find a value for
the Currency field.
If the currency you want to use does not appear in the Default currency box, you can specify additional currencies.
You cannot adjust the currency unless Use currency is already selected in the invoice profile.
|Automatically approve invoices with Complete status||When this setting is selected,
invoices that are
Complete in Interpret are automatically approved and
sent to Transfer. Use this setting only if the
invoice definition has a long history of correct
A buyer must be defined and the supplier must also be identified in order for the invoice to be approved automatically.
Filter the list
Use the boxes above the table to filter the results that are displayed:
- Enter text to find all
entries that start with it.
Example: Entering Read in the Name1 column.
Results: Reading, ReadSoft, etc.
- Enclose text in * or % to
find all entries that contain it.
Example: Entering *Read* or %Read% in the Name1 column.
Results: Reading, ReadSoft, Bread, etc.
- Enclose text in " to find
exact matches only.
Example: Entering "Read" in the Name1 column.
Result: Read only.
You can filter more than one column at a time.
Right-clicking the table gives you several options:
|Open||Opens the View supplier dialog, where you can see information from the supplier registry about the selected supplier, including bank information, if any.|
|Search bank item||Opens the Search supplier bank item dialog, which displays information about suppliers that have bank information associated with them. There you can double-click an item of interest to open the View supplier dialog.|
|List invoices||Displays the selected supplier's invoices in the Invoices dialog.|
|List invoice definitions||Displays the selected
invoice definitions in the
Invoice definitions dialog.
Not available if you access this dialog while verifying or optimizing invoices.
|Refresh||Updates the table. (Trouble?)|