Configure line pairing with SAP

The line pairing function supports reconciliation of invoice lines with purchase order line items. You can configure the following settings that are used in the line pairing operation, both for material and service purchase order types.

  • Material purchase orders with or without GR-IV (blank item category on the PO line)

  • Purchase orders using external service entry sheets with or without SR-IV (item category D)

  • Blanket or limit purchase orders (item categories B or D)

  • Internal planned services (item category D where goods receipt/an external service entry sheet is not required)

The line pairing routine is performed irrespective of whether the GR non-valuated flag is checked at the purchase order line item level.

The system supports multi-line versions for all of the purchase order types listed above. With the exception of purchase order lines that require external service entry sheets, the system also supports any combination of the above on a single purchase order.

You can configure line pairing with SAP by following these steps.

  1. Open Kofax AP Agility with Administrative privileges.
  2. From the menu, select Settings > IP Configuration.

    The IP Configuration page is displayed.

  3. Click Capture Profiles.

    The Capture Profile Settings page is displayed.

  4. If necessary, select the Capture Profile from the list.

    A list of Capture Profile settings is displayed.

  5. Select Line Pairing Settings.
  6. Select Get PO Lines From SAP and Do Line Pairing.

    Several additional options are displayed.

  7. Optionally, configure these additional options as needed.
  8. Save the changes.