How the supplier, supplier number, and description values are used

Each invoice definition has a supplier, a supplier number, and an optional description that you use to specify who sent the invoice.

How new invoices are processed by Interpret depends on whether or not a supplier registry is used (described below).

Regardless of those details, you can use Verify or Optimize to adjust the supplier, supplier number, and description.

How new invoices are processed if a supplier registry is used

Interpret tries to automatically assign a supplier. If supplier identification fails, then Supplier, Supplier number, and Description remain empty.

  1. The invoice is interpreted, but it is not connected to an invoice definition because of the lack of learned identifiers.
  2. Interpret tries to automatically learn the invoice and find supplier information using the supplier registry.
  3. If the supplier is identified, Interpret also checks whether there is an invoice definition associated with the supplier.
    • If Interpret finds an invoice definition associated with the supplier, the invoice is identified as belonging to that invoice definition.
    • If no invoice definition is associated with the supplier, a new invoice definition is created and Interpret tries to learn it automatically. This invoice definition is used the next time an invoice from this supplier is processed.

    When using a supplier registry, the supplier name and number are required. Otherwise, they are optional.

How new invoices are processed if no supplier registry is used

Interpret tries to automatically assign a supplier. If supplier identification fails, then Supplier, Supplier number and Description remain empty.

  1. The invoice is interpreted, but it is not connected to an invoice definition because of the lack of learned identifiers.
  2. Interpret tries to automatically learn the invoice and find supplier information using the supplier registry.
  3. If the supplier is identified, Interpret also checks whether there is an invoice definition associated with the supplier.
    • If Interpret finds an invoice definition associated with the supplier, the invoice is identified as belonging to that invoice definition.
    • If no invoice definition is associated with the supplier, a new invoice definition is created and Interpret tries to learn it automatically. This invoice definition is used the next time an invoice from this supplier is processed.
  4. The invoice is interpreted, but it is not connected to an invoice definition because of the lack of learned identifiers.
  5. Interpret creates a new invoice definition and tries to learn it automatically. This invoice definition is used the next time an invoice from this supplier is processed.