Automatically Load Purchase Order Line Items in Web Verify

For Invoices with Purchase Orders, the Purchase Invoice must be matched against the corresponding Purchase Order line items. 

However, there are occasions where certain supplier invoices will have line items that cannot be recognised and/or matched against the associated Purchase Order lines. For example, the Purchase Invoice may have a single line with a single total, but the Purchase Order may be itemised and broken down into individual line items.

If the lines cannot be recognised from the Purchase Invoice, or if the lines on the Purchase Invoice don't correspond to the lines on the Purchase Order, then you would be required to manually populate the missing line items in Web Verify. 

To help speed up the process of matching against Purchase Order line items, you can apply a setting to automatically load line items from the Purchase Order (instead of reading the lines from the Purchase Invoice) in Web Verify. This setting will need to be applied per supplier account. 

How to configure automatic loading of PO line items by Supplier Account

1. On the server, open the Spindle Document Management Server Administration tools
2. Click on Recognition...
3. Click on System Configuration...
4. On the Supplier Options tab
5. Click on the Add button
6. Enter the following information:
   1. Company ID (this is the Sage Dataset ID)
   2. Account Code
7. Select Yes for the Load Line Items from PO option
8. Click OK
9. Click OK in the Supplier Options tab
10. You will be prompted to restart the Spindle Purchase Invoice Recognition services. Note: The Draycir Cloud Synchronisation Agent must be restarted for the changes to take effect.

How to configure automatic loading of PO line items by Supplier Account

Why can I not see the option to configure loading line items from the Purchase Order?

To benefit from this feature you must be on Spindle Document Management version 10.8 or later.

I am on Spindle Document Management version 10.8 or later but still unable to see this configuration option

Please ensure you have setup your Spindle Document Recognition to receive new updates automatically. You can find more information on how to set this up in the Automatic updates for Spindle Purchase Invoice Recognition section of the help guidance.