Process
1) Email the PDF to the active ingest email address. (if not sent by supplier)
You can send multiple PDF attachments, and these will create multiple processes.
[email protected] will go to DFL
[email protected] will go to DCPL
[email protected] will go to DPE
2) Login to the AP Invoice processing site
3) Open Work Queue and Particular Job Validation
The job will only appear in the queue when it is ready to process.
The Kofax job will not skip over user validation if all config is present and
4) Validate fields are correctly populated.
Clicking enter when selecting a field marks it as valid.
If an exclamation point is seen on a field, it is unsure; press enter with the field selected to continue processing.
A document may be valid even if the supplier reference is not present. But it will be asked to revalidate, so check if there is a supplier reference error even when prompted that all documents are valid.
4a) Validate the invoice number field is correctly populated (Essential)
This must be unique for this supplier
4b) Validate the PO number field is correctly populated (Essential)
This field should be set to 0 if this document is not an AP Invoice.
4c) Validate the Supplier reference field is correctly populated (Essential)
If you see the 'Supplier with reference [ref] could not be found' error. Follow this guide to add the reference to the supplier in Epicor: Supplier XRef Guide.
4d) Validate the Invoice and Due date fields are correctly populated (Optional)
If not present on the document, these fields can be calculated from the Epicor configuration.
4e)Validate that the Net and gross total fields are correctly populated (Essential)
4f) Validate the company field is correctly populated (Essential)
This should not need to be modified and will be automatically set. And will only need to be changed if an invoice has been sent to the wrong email address.
4g) Validate the document type field is correctly populated (Essential)
This will be automatically set to 'Misc AP Invoice' for suppliers with the Misc supplier attribute.
