The Add/Edit supplier dialog
Use these settings to edit the supplier of the current invoice.
To access this dialog in AP Essentials Office while verifying an invoice: Click or .
To access this dialog in Admin Center: Click a supplier in the Suppliers view.
Use these settings to edit the supplier of the current invoice.
Supplier number, Name, Description, etc. | The
master-data fields used to describe the supplier.
You need the
View supplier bank account numbers privilege to edit or add bank
account information.
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Blocked |
Determines whether the supplier is blocked. |
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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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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 Kofax 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 this supplier 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. |
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| Creates a new row for adding a bank-account master data. | ||||||||||||||||
| Deletes the row. | ||||||||||||||||
Save | Saves the supplier information. | ||||||||||||||||
Cancel | Closes the dialog. |