Invoice messaging setup
You must set up these items before you can use invoice messaging:
Set up Buyers
Specify an email address to receive invoice messages.
See the Purchasing User Guide.
Set up Authority Codes
Set up authority codes and assign buyers to them. Specify an email address to receive invoice messages. The buyer code is used if an authority code is not set up.
See the Payables User Guide.
Set up Match Rules
Sign in as Payables Manager and select .
Invoice messages are created by detail level matches.
You must set up Tolerances for the type of invoice messages that will be used. If there are no tolerances set up, then the invoice message is created for all discrepancies. For example, if the PO is $100 and the invoice is $101 and there is no tolerance set up, the message is created. If there is a $1 tolerance, then the message is not created. Tolerances must be set up for each message type.
Determine the type of invoice messaging to use
Sign in as Payables Manager and select . Open a company and select the Messaging tab for the company.
There are several types of messages listed:
- Purchase Order Review
- Service Item Review
- Reconciliation Match
- Additional Work Flow Options
Assign Match Rule to Messaging Types
On the Messaging tab, assign the appropriate rule group to the messaging types you will use on Match Company.