Save to Optimize

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

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 Optimize. It can also be viewed by clicking the Optimize comment link in the 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

Troubleshooting supplier identification