Invoice modules

The Invoice definition dialog

To access this dialog:Click the Settings button in the Learning dialog, or select an invoice definition in the Invoice Optimize module and select Settings.

Use these settings when optimizing an invoice definition. Note that the settings that appear can vary depending on where you access the dialog.

Note: The name of this dialog is hidden if the dialog is docked.

General
Supplier	Displays the supplier. (See How the supplier, supplier number, and description values are used.)
Description	Displays the description.
Status	Displays the invoice definition status.
Identification - see instructions
(Selection box)	Specifies an identifier to use when identifying the invoice.
AND,OR	Specifies a logical relationship between the selection boxes. This setting is only used if the invoice definition uses more than one identifier. (More info.)
Currency
User currency	Determines whether currency settings are used.
Default currency	Determines which currency is assumed when extracting amount fields. This setting also sets the default currency to use if the system cannot identify the invoice currency or find a value for the Currency field. If the currency you want to use does not appear in the Default currency box, you can specify additional currencies. Note: You cannot adjust the currency unless Use currency is already selected in the invoice profile.
Invoice
Automatically approve invoices with Complete status	When this setting is selected, invoices that are Complete are automatically approved and included in the output. Use this setting only if the invoice definition has a long history of correct extraction. Note: A buyer must be defined and the supplier must also be identified in order for the invoice to be approved automatically.