Welcome > Configure Kofax AP Agility > Manage Invoice Processing > Project and field configurations > Purchase order number validations > Configure PO line item validation

Configure PO line item validation

The system uses purchase order line item information to assess whether the purchase order type is MATERIAL or SERVICE, assuming this information is held at line item level. The system also assesses whether the invoice is a MIRA, where there is a one-to-one relationship between net invoice value and total purchase order value found during line pairing.

Note The structure of the purchase order line item database table varies depending on the ERP system.

You can configure purchase order line item validation by following these steps.

  1. Using the menu, navigate to the Settings > Invoice Processing > Capture Profiles > Line Pairing Settings.
  2. Edit the settings as needed and then Save your changes.
  3. Navigate to the Settings > Invoice Processing > Capture Profiles > PO Number Settings > PO Number Validation tab.
  4. If the purchase order line item is a service, set the Service PO Types setting to SERVICE.
  5. To ensure that the purchase order type determines the order unit of measure, enter a comma-separated list of the units of measure in the order that you want them to appear in the Service PO UOMs setting.
  6. Save your changes.
  7. Optionally, if you are using SAP purchase order line items, navigate to the Settings > Invoice Processing > Capture Profiles > Line Pairing Settings.
  8. Select Get PO Lines From SAP.
  9. Save your changes.