These settings control invoice line item data validation. Depending on what options are selected, different settings are available.

Extract Line Items

If selected, line items are extracted.

If cleared, line items are not required for any document.

This option is selected by default.

Skip For Service

If selected, line items are not be mandatory for invoices relating to a service purchase order.

Note For the best results, select this option. This is because line items are not usually required for service purchase orders. If cleared, data may be extracted that has no purpose.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Line Total Only For Service

If selected, only the line item total value is required for the invoices relating to a service purchase order.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For Multi Line Limits

If selected, the system does not require line items for invoices relating to a multiple line item purchase order. All line items are limits (category 1) or category 9, where a goods receipt based invoice verification is not set.

If cleared, the system requires the user to enter line items for the above mentioned purchase order types. They enter a description and total only.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For NO PO

If selected, line items are not mandatory for non-purchase order invoices.

Note For the best results, select this option. This is because line items are not usually required for non-purchase orders. If cleared, data may be extracted that has no purpose.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For Credit

If selected, line items are not mandatory for credit memos.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For MIRA

If selected, line items are not mandatory for invoices that have a 1-1 match with the total purchase order value, or the value of all goods receipts not yet invoiced for the entire purchase order.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For Unreleased PO

If selected, line items are not mandatory for invoices relating to a purchase order that has not yet been released.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For Invalid PO

If selected, the system does not require line items if a missing or invalid purchase order invalid reason is selected by the user.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For Invalid Vendor

If selected, the system does not require line items if the vendor-not-found invalid reason is selected by the user.

This setting is available only when Extract Line Items is selected above.

This option is selected by default.

Skip For Utility Vendor

If selected, the system does not require line items for a utility vendor. This saves considerable processing time if utility invoices are large documents with multiple backing sheets. This is because the system does not need to evaluate as potential line items that require extraction.

This setting is available only when Extract Line Items is selected above.

Never Validate Line Items

If selected, line items may be extracted, but no validation is carried out.

This setting is available only when Extract Line Items is selected above.

This option is cleared by default.

Countries with Amounts Including Tax

List the countries that tend to have unit prices and total amounts that include taxes, in the line items. This is a comma-separated list using two-character country codes.

The list of country codes needs to correspond to the country setting in the vendor master data. The country setting of the vendor address, or the Default Country value specified in your Vendor Settings determines whether or not amounts that include taxes are supported for a document.

The value for this option is set to AU,EA by default.

Validate UOM from DB

If selected, the system validates UOMs against an external database.

Important This option and all of its dependent settings are not available in the Azure cloud environment.

MarkView Database Connection Name

The MarkView database connection name that specifies the UOM database connection string. as set in the Settings > IP Configuration > Global Settings > Database Connection settings.

This setting is available only when Validate From DB is selected above.

DB Schema

Enter the name of a schema to filter the list of database tables available for the selected Database Connection Name.

If this field is left blank, all database tables that you have permission to access, are displayed.

This setting is available only when Validate From DB is selected above.

DB Table Name

The name of the database table that contains the UOM information.

This setting is available only when Validate UOM from DB is selected above.

DB UOM reference values

The UOM database column.

This setting is available only when Validate UOM from DB is selected above.

Validate UOM from MarkView

If selected, the system validates UOMs against a MarkView database.

Important This option is not available in the Azure cloud environment.

Database Connection Name

The database connection that specifies the UOM database connection string that refers to the MarkView database.

This setting is available only when Validate From DB is selected above.

This setting is available only when Validate UOM from MarkView is selected above.

The following buttons are available at the bottom of the window.

Save

Saves your changes and the window is closed.

Reload

Deletes any unsaved changes and resets the field values back to the last saved settings.