Kofax AP Agility supports goods received invoice validation (GR-IV) for SAP without additional configuration. This is because Kofax AP Agility knows how to read the necessary data from SAP. Other ERP systems may or may not have GR-based invoice validation. In order to support matching to GR-lines in Kofax AP Agility, additional configuration is required in Settings > Invoice Processing > Capture Profiles > Line Pairing Settings.

When GR-IV is enabled and a line from an invoice is matched, two things occur.

1. A PO line from the purchase order is identified.

2. The lines to post to are identified. In the case of GR-IV, one or more GR lines from the PO line are identified.

For example, a buyer orders ten boxes of pens. The vendor ships this order in two shipments that are invoiced separately. The buyer receives six boxes of pens in the first shipment and then creates a goods receipt (GR) entry for the six boxes. If GR-IV is enabled, the entry for the six box delivery is booked to the GR line rather than the PO line.

The identification of the PO line happens entirely at the level of the PO line itself, and no GR lines are required for this. All of the necessary information is provided within the PO line.

You can configure your ERP database to support goods receipt invoice verification for line matching by following these steps.