How XML invoices are matched to suppliers and buyers in connection with master data
To identify which supplier an incoming XML invoice belongs to in connection with master data:
- SmartXML tries to find the buyer and the supplier according to the logic that has been set up.
Kofax ReadSoft Invoices
gets the SXML and PDF files from SmartXML:
The buyer is then matched against master data and associated with the corresponding CorporateGroupID if a match is found.
The supplier is matched against the list of suppliers that is associated with the CorporateGroupID.
- If the buyer and supplier are matched successfully, the invoice is sent to Verify. Otherwise the invoice is parked for optimization.