Supplier identification

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If an invoice is not connected to an invoice definition, the system searches the invoice for supplier information if:

• Use imported supplier data... is selected in the Master data policy dialog, and

• DOCUMENTS' database contains a supplier registry with supplier fields to be found on the invoice.

 

DOCUMENTS takes all of the text in the invoice and compares it to the following fields in the supplier registry to find a match:

• Name 1 (shown in the Suppliers dialog)

• Tax registration number (shown in the Suppliers dialog)

• Tax number 1 (shown in the Suppliers dialog)

• Tax number 2  (shown in the Suppliers dialog)

• Street (shown in the Suppliers dialog)

• Street supplement (shown in the Suppliers dialog)

• Postal code (shown in the Suppliers dialog)

• City (shown in the Suppliers dialog)

• Telephone number (shown in the Suppliers dialog)

• Bank number (shown in the View supplier dialog)

• Account number (shown in the View supplier dialog)

• IBAN (shown in the View supplier dialog)

 

If the supplier is identified successfully:

• The invoice is automatically connected to the correct invoice definition.

• If invoice sorting is used, the supplier's country code is used to connect the invoice to the correct country profile.

Related topics

Troubleshooting supplier identification

Master data: Overview

Importing master data

Specifying that master data is to be used