Purchasing

Enhancements to AP Automation with Purchasing—Early adopter

AP Automation with Purchasing now supports automated standalone PO purchase invoices and line-level document matching as an Early adopter program.

Standalone automated transactions

Now you can configure transaction definitions to create automated transactions without an existing source transaction to match. Automated standalone transactions are useful when you receive PO purchase invoices that do not have purchase orders or purchase requisitions to go with them. These could be utility bills, service charges, or frequently purchased items with a preferred supplier.

With this feature, you can do the following:

• Configure transaction definitions to automate standalone transactions for cases when there's no source transaction to match.

• Change the transaction type for incorrect predictions, which feeds back to the ML to improve future predictions.

• Get the benefits of both document matching and standalone transactions. You can set up both options, or only use one or the other.

How it works

1. Go to Purchasing > Setup  > Configuration.

2. In the Automation settings section, select Automate standalone transactions.

3. Select the Entity name and Target transaction definitions to automate for standalone transactions.

4. Select Save.

Line-level document matching

You can decide whether you want to match Purchasing transactions at the header level or the line level. When you enable line-level matching, line items populate using data from the supplier document, rather than the source transaction. Line-level document matching is continuing as an Early Adopter program this release.

Learn more about line-level document matching.

What is the Early adopter program?

The Early adopter program provides automated standalone PO purchase invoices to users of AP Automation with Purchasing. As an early adopter, you can influence how we develop the product so that our product meets your business needs.

The Early adopter program participants work closely with Sage Intacct product managers to ensure we focus on what matters most. Early adopter participants are expected to respond periodically to surveys and provide input.

Permissions and other requirements

Subscription	Purchasing Accounts Payable Sage Cloud Service
Regional availability	All regions
User type	Upload transactions for Purchasing automation Business, Platform, Project manager, or Warehouse user View, edit, and post automated transactions Business, Platform, Project manager, or Warehouse user Move a draft transaction to the Accounts Payable workflow Business user
Permissions	Accounts Payable permissions Automated transactions: List AP supplier invoices: Add (to change a draft transaction to an AP AP supplier invoice) Purchasing permissions (to view or edit the emailed transactions) Automated transactions: List Purchasing transactions: View, Edit, Add
Configuration	Enable draft mode selected for the top level and each entity. Automate Purchasing transactions and document matching enabled. Document sequencing assigned to transaction definitions