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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, the system automatically creates the order’s invoice and attaches it to the PO as pending approval.

Triggered after the vendor confirms the order from the PO Summary and the order is confirmed from the staging area. It is automatically created and added to the order and only requires review and approval. After that, you can mark it as paid (continue with the normal flow).

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Buyer Side

On the buyer side, they go to PO Reconciliation and approve; the invoice is there with “pending approval by procurement (AP)” status.

Buyer Side Setting

To enable this feature, do the following instructions:

1. Go to Setup and select Settings.

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

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

4. Click on Save.

When the Buyer setting is enabled, the system will automatically synchronize Vendor Invoice information (Amount, Invoice #, and PDF) into the PO reconciliation process in the Buyer Account.

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; it will be updated and returned to AP status.

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