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Excerpt

In this article you will learn how to enable automatic vendor invoices for K2K orders and how the process works from the Vendor and Buyer companies.

Info

To use this feature, you need to have an active K2K Connection with the other company. Read Create a K2K Connection.

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Vendor Side: Automatically Upload Vendor Invoices

If your company has an active K2K Connection with the Customer, they will have the option to enable a setting that lets you automatically upload and associate vendor invoices to your purchase order once you confirm the order from the Order Entry - Order Summary screen.

When you confirm an order from the staging area, the system automatically creates the order’s invoice and attaches it to the PO with pending approval status. After that, you can mark it as paid (continue with the normal flow).

Tip

If you want to use this feature and you already have an active K2K connection, get in touch with your Customer and ask the to enable the Automatically Upload K2K Vendor Invoices setting.

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Buyer Side: Automatically Upload Vendor Invoices

To activate this feature, there is a setting that enables the automatic creation of invoices for your K2K connections.

To enable this setting, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Sales Settings from the K2K Network group of settings.

  3. Enable the setting Allow Invoices coming from K2K orders to be Automatically uploaded.

  4. Click on Save.

When this setting is enabled, the system will automatically synchronize Vendor Invoice information (Amount, Invoice #, and PDF) into the PO reconciliation process in the Buyer Account. These invoices will have a “pending approval by procurement (AP)” status.

Updated Invoices

If the Vendor updates the invoice, the system will display a warning sign in the Vendor Invoice column. You can download and review it from the order details. Click on the Magnifying glass icon and the warning sign; click on Upload Invoice to see the new invoice, and the system will change the status to AP.

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FAQs

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titleDo I need to have a K2K Connection to use this feature?

You must have an active K2K Connection with the other company. To learn more, read Create a K2K Connection.

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titleCan I add Additional Charges to an automaticaly created invoice?

You need to use the setting: Setup Additional Charges (ACs) Distribution to automatically add Additional Charges.

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titleThe invoices are going direct to approved status without anyone approving them. Why is this happening?

Your company might have the K2K Auto-Confirm setting enabled. To learn more about this setting, read K2K for Sales - Settings.

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