I am looking to have the option to bring invoices in through AP Document recognition and have one line on the detail instead of multiple lines. Can someone help me with this?
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AP DOCUMENT RECOGNITION - REDUCING MULTIPLE LINES TO A SINGLE LINE ON INVOICE
Best answer by krausef77
VMI is a prime example in MFG.
From the AP Bill perspective and GL Account perspective, it only matters if it is PPE vs Shop Supplies typically, but the Vendors send itemized Bills.
Created a Product idea here:
+17Hi
How are the lines on the document that is coming in? Are they all the same item?
+17They are all different items.
What is the reasoning that you would want to combine them then? Usually the doc recognition is for PO receiving. Unless they are all Non-Stock items, is this the case?
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We have similar situation sometimes (not live yet). We are bringing in all AP invoices through AP Document recognition and yes it creates sometimes line items from invoices that are not required - example small $ value surcharge etc. We also consolidate the small unnecessary lines into 1 because otherwise it carries as a line on the TM Billing invoice which creates too many lines otherwise on the TM invoice. We do this by manually deleting and editing on the AP Document recognition screen.
We are not going live with our PO system until later this year. We would like to reduce the input time by AP by having line items summarized into one line only. Do you know if this is possible and if so where can we change this setting?
Hi
Also interested in this. Honestly hard to think that Acumatica hasn’t considered this a priority or just plain obvious from the start. Recognize document, vendor, total, taxes, etc. then perhaps add line items later.
VMI is a prime example in MFG.
From the AP Bill perspective and GL Account perspective, it only matters if it is PPE vs Shop Supplies typically, but the Vendors send itemized Bills.
Created a Product idea here:
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