Automated Reminders

How are reminders sent to suppliers and buyers.

Dan Waterfield avatar
Written by Dan Waterfield
Updated over a week ago

Initial Email

Auto AP Invoice will send an email to the supplier when:

  • An invoice is ingested without a valid PO Number.

Auto AP Invoice will send an email to the buyer when:

  • An invoice is ingested where the invoice supplier does not match the PO supplier.

  • An invoice is ingested where the PO needs to be approved.

  • An invoice is ingested where the PO has yet to be received.

  • An invoice is ingested where the PO Receipts have all been invoiced.

  • An invoice is ingested where the PO Number provided does not exist.

Scheduled Follow-Up Emails

If the problems are resolved (e.g. a supplier sends an amended invoice or a buyer receipts the PO) follow-up emails are not sent. However, follow-up emails are sent for outstanding issues. These are sent as part of the normal scheduled process.

Two parameters determine how scheduled follow-up emails are sent:

  1. Reminder Gap: The number of weekdays between reminders.

  2. Reminder Number: The number of reminders to send before reassigning to the AP Team.

These parameters can be set in the company configuration user codes.

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