Optimize an invoice definition

  1. 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.

  2. Optimize the data objects:
  3. Adjust the supplier, supplier number, and description.
  4. Adjust the invoice definition settings.
  5. Click Approve. The invoice definition is now Learned.

    During optimization, you can also:


  • 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.