Optimize an invoice definition
-
Start an
Optimize
session.
The invoice definition image, Learning dialog, and Field learning dialog are displayed. The first Data object in the Learning dialog with the Not Learned status is automatically selected.
-
Optimize the data objects:
- Image identifiers
- Value identifiers
- The Debit/Credit field
- Other single item fields
- Line item tables (see separate instructions for complex line item tables, tax tables and bank account tables)
- Adjust the supplier, supplier number, and description.
- Adjust the invoice definition settings.
-
Click
Approve. The
invoice definition is now
Learned.
During optimization, you can also:
- Draw fields on the invoice image (see separate instructions for buyer fields)
- Turn off line item validation
- Check invoice identification, if invoices are not being identified as they should be.
- Adjust the display.
- Rotate the invoice image.
- Delete an invoice definition.
- Set an invoice definition to automatically approve invoices with Complete status.
Tips
- While you are optimizing an invoice definition, its invoices are locked so that they cannot be processed in Verify or the other production modules.
- After optimizing invoice definitions in a test system, you can export them from the test system and then import them into a production system.