Update invoice definitions using imported supplier data
When you import master data, supplier data is updated in the Kofax ReadSoft Invoices database. Then Kofax ReadSoft Invoices automatically finds invoice definitions that are connected to the updated suppliers and updates details in those definitions, if necessary.
Sometimes you need to update the supplier in an invoice definition and link it to a different supplier in the master data. For example, say one of your suppliers merges with another company. This results in a new supplier in the master data, and you must manually change the invoice definition by connecting it to this new supplier. Use the procedure described below.
When you do this, Kofax ReadSoft Invoices can perform a more extensive attempt to match suppliers, using all supplier data that appears in both the master data and invoice definitions.
- Using Manager, select Settings > Master data policy.
- Select both settings in that dialog.
- Open the Optimize module.
- Right-click one of the invoice profiles and select Open. The list of invoice definitions is displayed.
- Select the invoice definition(s) for which you want to find a different supplier in the master data.
- Right-click and select Match suppliers.
If the match is
Approve. Repeat this process until the
suppliers for all selected
invoice definitions are matched and connected.
If the match is incorrect, you can manually correct the correct supplier name. As you begin typing, Kofax ReadSoft Invoices displays the first supplier in the supplier registry that matches what you type. Press Enter when the correct supplier is displayed, and click Approve to save the selected invoice definition(s).
Kofax ReadSoft Invoices attempts to match suppliers based on the invoice definition image and supplier details in the master data. If matches are found, the Optimize module displays the invoice and the name of the supplier from the master data.
The result: The selected invoice definitions are connected with the new supplier and updated with supplier details from the master data.