Readsoft User's Forum
Register Latest Topics
 
 
 


Reply
  Author   Comment  
LianneA

New Member
Registered:
Posts: 1
Reply with quote  #1 
Good Morning,

We are optimizing all our vendors to ensure bank details and vat registration numbers are captured in verify (Whether present or not on the invoice).

Due to vendors sometimes being bought out / changing stationary etcetera we want it to be flagged up with a yellow warning triangle or red circle instead of a green circle.

I have deselected on separate occasions supplier field and optional and still getting green, can you tell me how to / which box to tick to make it optional with yellow warning triangle etcetera to ensure our team check the invoices at all times for these details?

Many thanks, 

Lianne

0
cherylc

Moderator
Registered:
Posts: 159
Reply with quote  #2 
Hi Lianne,

I think the setting is coming from the Invoice Profile and not from the Optimize module.

Please check the settings in Manager > Invoice Profile > Field Profile.

Is the tick "Affects Invoice Status" turned on for these fields?
Invoice status.png 

If 'Affects Invoice Status' is not turned on then the Verify status will always be green for this field.

If you need to adjust your status settings, then it is recommended to test the changes in your test environment first.

You would need to follow these steps:

1.  Reroute all invoices in Verify (relating to the invoice profile you want to change) to System (alternatively perform steps 2-8 when Verify is empty)
2.  Close invoice profile (Right click and select Open.  The icon will change to Grey)
3.  Make the profile Inactive (Right Click > Settings)
4.  The Options Folder should now be changeable.  Make the change.
5.  Make the profile Active (Right click Profile > Settings)
6.  Open the Invoice Profile (Right click and select Close)
7.  You will be prompted to Save.  Select option to 'Update field definition'. The first option 'Not Learned' will set the field to unlearned in all your existing invoice definitions (best not to select it for this requirement). 
Note the invoice profile icon should now be green.
8.  Reroute the invoices back to the Invoice Profile.


Kind regards


__________________
Cheryl
LinkedIn: https://au.linkedin.com/in/cherylc-651471a0
0
cherylc

Moderator
Registered:
Posts: 159
Reply with quote  #3 
Just another thought.  The options tab on the Invoice Profile is where you make 'blanket' changes to all your invoice definitions.  Sometimes this is more efficient than changing individual invoice definitions.

To change your preference settings once live, you need to ensure that there are no invoices in Verify or you need to reroute invoices to <system> before commencing the change to the Invoice profile.

__________________
Cheryl
LinkedIn: https://au.linkedin.com/in/cherylc-651471a0
0
Previous Topic | Next Topic
Print
Reply

Quick Navigation:

Easily create a Forum Website with Website Toolbox.



Follow @readsoftuser