Exclude Internal Suppliers

You can exclude invoices from intercompany suppliers from IDR processing. By eliminating internal or intercompany suppliers, you prevent inadvertent prediction from Ship To or Bill To locations that might appear on an invoice. This helps IDR in predicting the correct supplier.

If you have suppliers that generate intercompany (or internal) invoices, you must indicate these suppliers by assigning them a specific supplier type. You can create unique supplier types and assign them to the various suppliers you have. If you want to exclude their invoices from IDR processing, you can add this supplier type to the AP_EXCLUDE_IMAGE_VENDOR_TYPE lookup.

Example of Configuring the SUPPLIER_TYPE Lookup to Exclude Internal Suppliers

In this example, we will assign the supplier type INTERNAL to all excluded suppliers. Add your chosen SUPPLIER_TYPE lookup code to the lookup type AP_EXCLUDE_IMAGE_VENDOR_TYPE.

Follow these steps to review or set up the SUPPLIER_TYPE lookup.

1. From the home page, go to My Enterprise and then click Setup and Maintenance.

2. In the Setup and Maintenance work area, use the Manage Supplier Type Lookup task:

   • Offering: Procurement
   • Functional Area: Suppliers
   • Task: Manage Supplier Type Lookup
     Note: Manage Supplier Type Lookup task is listed under All Tasks.
   Tip: Alternatively, you can navigate to the Procurement offering and enter Manage Supplier Type Lookup in the Search Tasks field.

3. In the Lookup Codes section, search for INTERNAL lookup code.

4. If INTERNAL isn't available in the lookup code list, click the New icon to add it.

5. Enter the lookup code, start date, end date, meaning, and description, and click Save or Save and Close.

Follow these steps to exclude the SUPPLIER_TYPE from IDR prediction.

1. Navigate to Setup and Maintenance > Tasks panel tab > Search.

2. Enter Manage Standard Lookup and search. Click Manage Standard Lookups.

3. In the Search Results section, click the New icon.

4. Enter the lookup type, meaning, description, and module and then click Save.

   Note: The module must be set to Payables.

5. In the Lookup Codes section for the newly created lookup type, click the New icon.

6. Enter the lookup code INTERNAL for exclusion, display sequence, start date, end date, meaning, and description, and then click Save or Save and Close.

   Attention: Make sure that the Lookup Code matches exactly to the Supplier Type Lookup Code that you set up earlier. If they don't match, then the suppliers won’t be excluded. You can add multiple Lookup Codes if they are set up under the Supplier Type Lookup. IDR excludes invoices from any supplier that has any of the Supplier Types listed under this Lookup Type.