Create a variant
Create variants when the same supplier sends invoices with different layouts, for example.
Examples of when to do this.
Example 1 – no variant needed
A supplier has one kind of invoice.
-
Set
Supplier and
Supplier
number to values that you use in your financial system to
identify this
supplier.
Example: Leaf Organs Corp, 26369842.
-
Either leave
Description blank, or set it to something
useful for
Kofax ReadSoft Invoices
users, such as Leaf Organs Corp.
Kofax ReadSoft Invoices will use one invoice definition for this supplier.
Example 2 – create a variant
A supplier has two kinds of invoices, and you always pay to the same supplier account.
-
Set
Supplier and
Supplier
number to values that you use in your financial system to
identify this
supplier.
Example: Leaf Organs Corp, 26369843.
-
Set
Description to a different value for each
kind of
invoice. Example: Eastern Div. and Western Div.
Kofax ReadSoft Invoices will use two invoice definitions for this supplier.
Use this procedure during the verification process
-
Specify
the
supplier, if the selected one is not correct.
If supplier number and description are not displayed, and you cannot change the supplier, see other instructions.
- Type a description in the Description box. This is important because it is the only thing used to distinguish variants from each other.
- When the invoice is ready to be approved, click Approve to save the new invoice definition, or variant, to the database.