Using master data to validate PO numbers
You can use master data to match PO numbers with suppliers, so when you verify an invoice, only PO numbers that match that particular supplier are valid. The valid PO numbers are also available for selection during verification.
You implement this feature using generic master-data objects, where the Name element specifies a supplier number, and the Value element specifies a valid PO number for that supplier.In a real-life scenario, an economic system creates the master-data routinely, which ReadSoft Online Connect imports automatically to ensure that the latest PO numbers are available during invoice verification.
To use master data to validate PO numbers:
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Instruct your economic system to create an XML file that specifies every PO number with a corresponding supplier
number. In this example, there are two supplier numbers (00001 and 00002), and each supplier has three valid PO numbers.
<?xml version="1.0"?> <MasterDataObjects xmlns:i="http://www.w3.org/2001/XMLSchema-instance"> <MasterDataObject> <Value>00001</Value> <!-- A valid PO number --> <Name>00001</Name> <!-- Supplier number --> <Description/> <Active>true</Active> </MasterDataObject> <MasterDataObject> <Value>00002</Value> <Name>00001</Name> <Description/> <Active>true</Active> </MasterDataObject> <MasterDataObject> <Value>00003</Value> <Name>00001</Name> <Description/> <Active>true</Active> </MasterDataObject> <MasterDataObject> <Value>00010</Value> <Name>00002</Name> <!-- A different supplier --> <Description/> <Active>true</Active> </MasterDataObject> <MasterDataObject> <Value>00011</Value> <Name>00002</Name> <Description/> <Active>true</Active> </MasterDataObject> <MasterDataObject> <Value>00012</Value> <Name>00002</Name> <Description/> <Active>true</Active> </MasterDataObject> </MasterDataObjects>
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Using the
ReadSoft Online Connectconfiguration wizard, add a Master
data type named "InvoiceOrderNumber" and specify the File name of the XML file you created inthe previous step.
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In the
Extraction service settings,
connect the field to the master data. In this case, you want to connect the master data to the
InvoiceOrderNumber field.
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Make sure thatPO number is selected on the Rules tab.
- After you save the settings, the PO numbers that match the current supplier appear for selection in the Order number box in ReadSoft Online Office.