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:

  1. SmartXML tries to find the buyer and the supplier according to the logic that has been set up.
  2. 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.

  3. If the buyer and supplier are matched successfully, the invoice is sent to Verify. Otherwise the invoice is parked for optimization.