Selecting a supplier

Use this procedure while verifying invoices to select a supplier from your organization's master data, if available. Associated supplier details are then filled in automatically.

You can also use this procedure to replace incorrect supplier data in an invoice.

1. Select and open documents for editing.

2. In the Documents pane in Verification, select the appropriate document.

3. In the Form pane, click the button by the supplier data.

   The Master data query dialog is displayed (but with a title that matches the saved query).

4. If any of the supplier data was already filled in incorrectly, click Clear.

5. Click Search.

   Note: When searching, it is important to know whether your database is configured for case sensitivity (distinguishing between uppercase and lowercase letters). Microsoft SQL Server databases are usually not case sensitive. IBM DB2 and Oracle databases are often case sensitive.

   Tip: To make it easier to find the supplier, you can click column headers to sort the data by that column.

6. Double-click the correct supplier in the table. The dialog closes automatically and the supplier details populate the invoice fields.

When you are done working in Verification, save the root document.

Related topics

Clearing a field or cell

Cropping a field or cell

Verifying fields or table cells

Searching for and selecting master data

Querying master data: Overview

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