The Optimize session dialog

To access this dialog:

Use this dialog to optimize invoice definitions by status.

 Invoice profile

Select the invoice profile you want to optimize.

All unknown

These settings determine which invoice definitions are optimized according to their status. You can select one, two, or all three of the settings, in any combination.

All known

All learned

Update invoices

Select this if you want any changes you make to the field values to be saved in the invoices.

If you do not select this, changes are saved only in the invoice definitions.

Note: This option also locks the invoices so that an invoice cannot be processed in Verify or the other production modules while you are optimizing its invoice definition.

Starting an Optimize session

Optimizing an invoice definition

Optimizing invoice definitions: Overview