Save to Optimize

FYI: DOCUMENTS INI File Help contains links to this topic.

If the system assigns an invoice to the wrong supplier, or if the system could not extract many of the fields, you can select Invoice > Save to Optimize in the Invoice Verify module.

When you do this:

1. A dialog prompts you to specify why the invoice needs optimization. Type an explanation so that whoever optimizes the invoice will know what to do.

   The comment you enter is displayed when the invoice definition is opened in Invoice Optimize. It can also be viewed by clicking the Optimize comment link in the Invoice Optimize taskbar.

2. The invoice definition is marked "Yes" in the Optimize column in the Invoice definitions dialog.

3. The invoice can be optimized.

Note:Save to Optimize can cause the maximum number of learning invoices specified in the Learning invoices settings to be overridden.

Tips

• In the Invoice definitions dialog you can see which invoices were saved to Invoice Optimize: Those invoices have 99 in the Optimize column, instead of 0.

• An administrator can adjust which options are available when you use Save to Optimize. This is done by adjusting settings in the [SaveToOptimizeComments] section in Eiglobal.ini.

Related topic

Troubleshooting supplier identification