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Creating new invoice from Tray-incorrect company name appearing.

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LCrowhurst
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Creating new invoice from Tray-incorrect company name appearing.

Hi in the intray, when creating new invoice from uploaded pdf, its pulling up the incorrect company (should be Sprint not Haymans) see pic. 

havent had this before. 

and yes ive cleared the cache. still does the same thing. 

error with invoices.JPG
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Steven_M
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Re: Creating new invoice from Tray-incorrect company name appearing.

Hi @LCrowhurst 

 

When a document is read via the In Tray the system will attempt to add the Supplier to the relevant transaction. The system actually looks at the ABN of the document to recognise that supplier rather than the supplier name.

As such, if the incorrect supplier is being selected I would review the Contact record for the suppliers involved and check the ABNs listed. Ideally, the ABN on the required card should be that of the supplier on the document to be automatically selected.

 

In some cases, if the ABNs are similar the document can't be read correctly and thus it will pick the incorrect supplier. This is why that field is highlighted in blue on the Create Bills window so you can review that information.

Kind regards,
Steven

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LCrowhurst
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Re: Creating new invoice from Tray-incorrect company name appearing.


@Steven_M wrote:

Hi @LCrowhurst 

 

When a document is read via the In Tray the system will attempt to add the Supplier to the relevant transaction. The system actually looks at the ABN of the document to recognise that supplier rather than the supplier name.

As such, if the incorrect supplier is being selected I would review the Contact record for the suppliers involved and check the ABNs listed. Ideally, the ABN on the required card should be that of the supplier on the document to be automatically selected.

 

In some cases, if the ABNs are similar the document can't be read correctly and thus it will pick the incorrect supplier. This is why that field is highlighted in blue on the Create Bills window so you can review that information.


ok well I changed Hayman to inactive as we dont use them and updated the abn of Sprint (as its changed) and now its pulling up sprint. 

thanks 

 

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