Select Receipts Subform

The system displays the Select Receipts subform and the Suggestion/Receipt Details subform when you select unprocessed records on the Selected Invoices subform and then select the Review/Suggestion Receipt action.

The process displays on the Select Receipts subform only those receipts that pass all validations for the invoice line. For example, the process validates that the company, supplier, and currency in the invoice line and receipt line are the same; and that the receipt meets the criteria specified in the automation rule and processing options. When you select a receipt in the Select Receipts subform, the process moves the receipt to the Suggestion/Receipt Details subform. You can then choose to create a manual suggestion or use one of several other actions.

Note: The automation rule that is assigned to the invoice line determines whether you can select one receipt only or multiple receipts. Additionally, some automation rules enable rounding or standard tolerance. You can create a suggestion only when the receipts that you select are allowed under the automation rule assigned to the invoice line.