Client wants to require that a copy of the AP Bill is attached before allowing payment to be processed. What would be the best way to accomplish this?
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Require AP Invoice be attached before allowing Payment
Best answer by Samvel Petrosov
sspencer wrote:
The requirement is to require a PDF Attachment (a copy of the invoice) be attached before the payment can be processed. I think we can figure out if there is a PDF in the files attached, but we can not confirm its the right attachment.
I think you will have to have a customization to do that. The complication is that is the PDF attachment supposed to be exactly the same as the printed form of the Invoice? If yes, then you can run the printed form from code, get the pdf of it and compare to the attachment. If no and there may be difference in terms of content of the attached pdf, then I guess the code may try to read the file and try to locate information like invoice Nbr, invoice amt, vendor and if they match to the ap invoice linked ot the payment have some sort of “Invoice matched” flag set to true. Then the approval maps will be based on that “Invoice matched” flag.
But in any case I think it is not a simple/small customization.
1 person likes this
+5Is the requirement to attach a PDF version of the AP Invoice to the AP Payment?
The system does not allow processing standalone AP Payments unless they are applied to an AP transaction.
As soon as you remove the payment from hold and try to save, you will get the below error message.
Samvel Petrosov | www.iigservices.com | https://www.linkedin.com/in/samvel-petrosov-096880107/
1 person likes this
The requirement is to require a PDF Attachment (a copy of the invoice) be attached before the payment can be processed. I think we can figure out if there is a PDF in the files attached, but we can not confirm its the right attachment.
+5sspencer wrote:
The requirement is to require a PDF Attachment (a copy of the invoice) be attached before the payment can be processed. I think we can figure out if there is a PDF in the files attached, but we can not confirm its the right attachment.
I think you will have to have a customization to do that. The complication is that is the PDF attachment supposed to be exactly the same as the printed form of the Invoice? If yes, then you can run the printed form from code, get the pdf of it and compare to the attachment. If no and there may be difference in terms of content of the attached pdf, then I guess the code may try to read the file and try to locate information like invoice Nbr, invoice amt, vendor and if they match to the ap invoice linked ot the payment have some sort of “Invoice matched” flag set to true. Then the approval maps will be based on that “Invoice matched” flag.
But in any case I think it is not a simple/small customization.
Samvel Petrosov | www.iigservices.com | https://www.linkedin.com/in/samvel-petrosov-096880107/
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