Derive Suppliers Using IDR

IDR can derive the supplier details from the invoice emails in more than one ways.

These are the 3 methods IDR can use to derive supplier details.

• Derive using the PO number
• Derive from the email subject line
• Derive using the standard supplier detection

Supplier from PO Number

Among the 3 methods, deriving supplier using the PO number takes precedence over the other methods. IDR can recognize the PO number from either the invoice header or the invoice line of the attached invoice.

Supplier from Email Subject

When the invoice isn't linked to a PO number, supplier derivation using the email subject line has the most accuracy. You can add a valid supplier number within parentheses as a prefix in the email subject line. To obtain valid supplier numbers, navigate to Procurement > Suppliers. On the Suppliers page, go to the Tasks panel tab and then click Manage Suppliers.

Important: The supplier number in parentheses must be added before the main subject in the subject line.

Standard Supplier Detection

IDR can also derive supplier details from the supplier details in the invoice attached in the email. IDR matches the supplier name, address, and other identifying information to detect the supplier.