Welcome > Configure Kofax AP Agility > Manage Invoice Processing > Project and field configurations > Configure the Invoice Type field > Invoice Type without Purchase Order

Invoice Type without Purchase Order

You can configure your project so that the Invoice Type defaults to a PO, but is then switched to a NO-PO when no purchase order number is found, but the vendor is permitted to supply invoices without a purchase order.

You can configure your project in this way by following these steps.

  1. Using the menu, navigate to Settings > Invoice Processing > Capture Profiles > Invoice Type Settings.
  2. Configure your settings as follows:

    Setting

    Value

    Default Value

    PO

    Set By Vendor

    Selected

    Set By Vendor Co Code Exceptions

    Leave blank

    PO Value

    MM

    NPO Value

    FI

    Set To PO If PO Found

    Selected

    Set To PO If Valid PO Found

    Cleared

  3. Map PO Value and NPO Value.

    In the example above, the system expects that the database locator finds either MM or FI. In the vendor master extract, the field denoting the invoice type is determined based on business rules and can typically be set as follows.

    • The vendor industry key, NO-PO invoices typically come from utility, car hire, and hotel vendors.

    • Whether the vendor has a purchasing view created.

    • The vendor account group.

    • The vendor classification.

  4. Set the Set By Vendor Co Code Exceptions setting to 1000,2000.

    This restricts the vendor invoice type determination on a company-code by company-code basis.

    Note If the Set By Vendor setting is selected and the invoice is meant for company codes 1000 or 2000, then the system does not apply the vendor invoice type preference. If the Set By Vendor setting is cleared, then the system applies the vendor invoice type preference only if the invoice is meant for company codes 1000 or 2000.
  5. Click Save.