Welcome > Configure Kofax AP Agility > Manage Invoice Processing > Project and field configurations > Purchase order number validations > JD Edwards purchase order numbers > Configure JD Edwards PO number format

Configure JD Edwards PO number format

On the purchase order field on the invoice, the system expects the vendor to include the purchase order number and the purchase order type.

You can configure JD Edwards purchase order number formats by following these steps.

  1. Using the menu, navigate to Settings > Invoice Processing > Capture Profiles > PO Number Settings > PO Number Formats tab for the desired profile., set the following parameters.
  2. Insert a new row by adding values to the following settings:

    • Index

    • Format

    • Ignore Characters

    For example, if Format is set to 10####OP, the system looks for a six-digit number that begins with 10 and ends with OP.

    In this example, system automatically corrects the purchase order number so that it ends with OP.

  3. Optionally, insert a second Format.
  4. Save your changes.
  5. Navigate to the Settings > Invoice Processing > Capture Profiles > PO Number Settings > PO Number Validation tab.
  6. Select JDE PO.

    An additional JD Edwards settings appears.

  7. In the JDE PO Types setting, add OP to the value.

    If there is already a value entered, use a comma between values because this is a comma-separated list of JD Edwards purchase order types.

  8. Save your changes.