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Suppliers

The system will try and automatically find and match to a purchase order when one is present on the order.

  1. If there is a valid purchase order (NOT status N, P, T although this filter can now be configured using the validpostatus extension config), the Vendor is taken from that and can not be changed because the Unit4 import will overwrite it.
  2. If there is no purchase order, the system will use the following fields to try and identify a Vendor, it will run these checks including the currency on the invoice first, and then run them again without the currency if a Vendor is not found.
    1. Company Number
    2. VAT Number
    3. IBAN
    4. Bank Details
    5. Company name
  3. If no Vendor is found and you have a defaultSupplierId set in the extension settings then this will be defaulted in.

Results will be cached for a time to avoid making too many API requests

You can manually search for a Vendor on a non-po invoice by using the Vendor Search box.

In this image the drop down shows the default Vendor (always included) and the Vendor identified from the Vendor's company number.

If we want to search for a Vendor manually, we can enter the number or name we want to search for, as shown here we know we want Vendor number 100011

The service then searches ERP for this Vendor (you will see the service running as the confirm button will spin and show validating) and matches will be returned to the list as shown here:

Messages​

Messages from the messages box on the invoices tab on the ERP masterfile may be displayed against the selected supplier field using the showSupplierMessage queue setting

These may be shown as either warning or information styles depending on the setting so the icon that shows next to the field will depend on this.

Note that this message can be elevated to an error.

You can see the message either by hovering over the icon, or selecting the field, here are some examples: