Mapping Scanned Payable Documents to Payable Invoices

Note: This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

You can configure the field mappings between the scanned payable document and payable invoice fields.

• To receive notifications for failed scanned payable documents, the Context user's email address must have assigned the Create Documents without an Accounting License custom permission, Accounting - Payable Invoice and FDN - Manage Scanned Payable Invoice permission sets. If a scanned payable document fails, only the Accounts Payable Users of that specific company will be notified. If there are no Accounts Payable users of that company or the Company is not populated on the scanned payable document, then the Context User is notified.
• If the Scanned Payable Document Email field in the Foundations Company object is empty, the invoices are sent to a generic email address configured in email services by Certinia Support.

To configure the field mappings:

1. Navigate to Scanned Payable Document to PIN Mappings tab.
2. Configure the Scanned Payable Document to Payable Invoice mappings by changing the source and target values for the OCR Payable Document and Payable Invoice fields, respectively. It is recommended that you do not change the source and target values, as it may lead to discrepancies in mappings.

You can also configure mappings for custom fields using the Add Mapping button. For more information about Foundations Mappings, see Mappings Overview

Header Field Mappings

The table below lists the header field mappings. It is recommended not to add mappings for the Account field in the Payable Invoice object. For more information, see Payable Invoice Fields.

Foundations Scanned Payable Document Fields	Accounting Payable Invoice Fields
Vendor Invoice Number	Account Invoice Number
Due Date	Due Date
Invoice Date	Invoice Date
Company	Owner Company

Line Field Mappings

The table below lists the line field mappings.

Foundations Scanned Payable Document Line Fields	Accounting Payable Invoice Line Fields
Net Value	Net Value
Line Description	Line Description
Invoice Line Number	Line Number

Discarding Scanned Payable Documents

To discard a scanned payable document:

1. Open the payable document that you want to discard.
2. Click Discard from the highlight panel. If the Discard button is not visible to you, contact your administrator or check your assigned permission set.