Coding History

Supplier Posting History allows you  to import posting suggestions based on historical invoices of the same type from the same supplier.

Requirements

These are the prerequisites to activate Coding History:

General Requirement: Coding History requires that each supplier has a minimum of three invoices processed within the last two years. The history is recorded per supplier.

User Requirements: has as access as to the Bookkeeper, Approver and Archive Modules and can add Posting Lines;

Document Type Requirement: Coding History can be used with all document types except for Purchase Order Invoices.

Steps:

1. Click the icon .
2. Choose the archive number suggested by the system that best fits the invoice you are working on.
   1. Ranking is based on the number of the occurrences in the database for the client.
   2. Grouping is based on the number of posting lines and the distribution of the amount lines.
3. Choose the action you want:
   1. Append - add lines and values from the historical invoice to the existing lines of  the invoice you are working on.
   2. Merge - add lines and values from the historical invoice without overwriting existing data.
   3. Overwrite - add lines and values from the posting history and over- write existing data.
4. Optional Step: Copy the approvers from the historical invoice.
   1. Important: If you are a Bookkeeper, you will not be copied as an Approver to the Posting lines. Only existing active approvers will be added.
   2. If you are an Approver, you will be copied as an Approver to the Posting lines together with any existing approvers.
5. Click Apply.