The Supplier master data view
Use these settings to edit the supplier master data.
To access this dialog in Admin Center, click a supplier in the Suppliers view.
Use this view to edit supplier master data.
| Profile | |||||||||||||||||
| Supplier number, Name, Description, etc. | The master-data fields used to describe the supplier. Note that the fields are displayed on two tabs, Profile and Bank accounts. | ||||||||||||||||
| Blocked |
Determines whether the supplier is blocked. |
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Exclude supplier from automatic identification |
When selected, the supplier is not used for supplier identification; however, it is available for
selection during verification. This is helpful if you have multiple suppliers with the same name, and you want to designate a
preferred supplier by excluding the other suppliers from automatic identification.
Example Assume you have three suppliers with the same name, but different addresses.
In this example, the first supplier is our preferred supplier because almost all of the invoices come from the US supplier. Therefore, we select Exclude supplier from automatic identification on the other two suppliers. The result is that Tungsten AP Essentials identifies invoices from Polychemtex USA correctly, and invoices from the other locations will not have the supplier selected during verification. In the rare occasions that an invoice is received from one of the other two suppliers, you can simply change the supplier during verification. All users can change this setting regardless of their privileges. Even users who are not allowed to update master data can change this setting. |
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| Lock online learning |
Locks online learning of documents from the displayed supplier/customer at the current state. Select this setting to prevent verification changes from having a detrimental effect on documents that already have high identification and extraction rates. If you enable this setting, and deselect it at a later date, online learning resumes. AP Essentials Office users must have the Change lock online learning setting privilege to change this setting during verification. Administrators with the Manage accounts privilege can edit this setting. |
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| Allow complete documents to bypass verification |
Determines whether invoices without validation errors are sent directly to the target system without verification. Learn more. Office users with the Change bypass verification setting privilege can change this setting. In Admin Center, administrators with the Manage accounts privilege can change this setting. |
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| Invoices require PO | Improves automatic document type classification by ensuring all documents received by the current supplier have a purchase order number. When you enable this setting, documents from this supplier are classified as purchase order invoices, even if the purchase order is absent from the document. If no purchase order number is found, the order number field is marked with a validation error. Learn more. |
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| Credit notes require PO | Ensures all credit notes received by the current supplier have a purchase order number. If no purchase order number is found, the order number field is marked with a validation error. This setting is like disabling Accept empty value in the Extraction settings of the order number field, except in this case, the validation is applied per supplier. Unlike Invoices require PO, this setting does not affect automatic document classification. |
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| Bank accounts | |||||||||||||||||
| ADD | Displays a view that you can use to add a new bank account to the current supplier. | ||||||||||||||||
| DELETE | Deletes the selected accounts from the current supplier. | ||||||||||||||||
| BANK NAME, BANK NUMBER TYPE etc. |
Lists bank account information associated with the current supplier. You can click an existing account number to edit it. Account numbers are hidden, unless you have the Manage accounts privilege or the Manage supplier bank account numbers |
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| EDIT | Makes the supplier settings editable. | ||||||||||||||||
| SAVE & CLOSE | Saves the supplier information and returns to the Suppliers view. | ||||||||||||||||
| CANCEL | Returns to the Suppliers view. | ||||||||||||||||