DocuWare for Invoice Processing

from Version IP7.3T2   previous versions

To add a new vendor when not using the Vendor Master Verification and Form W-9 Management feature within the workflow setting options is done by simply creating a new data record:

• In your DocuWare Client go to a document tray and click right on an empty area in the tray
• The "Store" button changes to "Create data record" when a document is not selected
• • Click on “IP - Company Records -Vendor Master Record” from the list

• Enter all appropriate index data for the new vendor
• Enter a Payment Type
• Click on “Create data record”
  

Note: Please confirm the company number matches the vendor number in your accounting systems.

How do I add a new vendor manually in the solution?

from Version IP7.3T2   previous versions

To add a new vendor when not using the Vendor Master Verification and Form W-9 Management feature within the advanced setting works easy by creating a new data record:

• In your DocuWare Client go to a document tray and click right on an empty area in the tray
• The "Store" button changes to "Create data record" when a document is not selected
• Click on IP-Company Records – Standard Store

• Enter the index data for the new vendor
• Enter a Payment Type
• Click on “Create data record”