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.
- The invoice is interpreted, but it is not connected to an invoice definition because of the lack of learned identifiers.
- Interpret tries to automatically learn the invoice and find supplier information using the supplier registry.
-
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.
- The invoice is interpreted, but it is not connected to an invoice definition because of the lack of learned identifiers.
- Interpret tries to automatically learn the invoice and find supplier information using the supplier registry.
-
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.
- The invoice is interpreted, but it is not connected to an invoice definition because of the lack of learned identifiers.
- 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.