The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation
A document that is intended as an attachment to an invoice may incorrectly end up in AP Automation as an invoice. The PDF of the attachment will then be shown in the AP Automation screen. Using the Process as attachment option, it is possible to add this attachment to an existing invoice. The correct permission is required for this. By default, this permission is granted to the accounts payable administration and application owner roles.
When this document is read as an invoice in AP Automation, it can be opened in edit mode.
In the header select the vendor of the invoice to which this attachment should be linked. In the Invoice actions, select the Process as attachment option.
The Process as Attachment screen shows the attachment on the right. In the middle are the most recent invoices from the selected supplier (maximum 20). By selecting an invoice it will be shown on the left. Select the invoice to which the attachment should be linked and click OK. The invoices shown are both open and closed invoices.
Filter by attachment
When adding one or more attachments, it is possible to filter the attachments to make it easier to search for the right invoice. The basic principles for all these filters are that the invoice must be from the same supplier and company and is always limited to 100 documents:
Scan date → invoices received on the same day (this is the default)
Same email → invoices received in the same email
Most recent → the last 100 invoices received
The attachment is added to the designated invoice, the PDF of the attachment can be found in the attachments tab.
The original 'wrong invoice', which has now become an attachment, can be found among the rejected invoices. The audit shows that this has been processed as an attachment. The 'show invoice' link opens the invoice to which this document has been added as an attachment.