If you're using iCompleat with the Universal Connector the first invoice you receive from any supplier that has a matching order in the system will have the matching status Please select supplier.

To resolve this, you need to process the invoice & map the supplier. This creates a link between the supplier name on the invoice & the supplier saved in your reference data, letting iCompleat automatically match this invoice & future invoices to the correct order.

There are two ways you can map the supplier for an invoice with the Please select supplier status & both give you the same result:

• Use the Find a PO button, or
• During the normal processing steps.

This article shows you both methods.

Find a PO & process the invoice

1. On the homepage, click Manage invoices.
2. Hover over the invoice in the PO match column, & click Find a PO.

   The supplier name detected by iCompleat is in the Supplier column.

   

3. Click the correct supplier from the drop-down.

   If you have receipting switched on for the supplier, you'll only see fully receipted orders available to match.

   

4. A list of orders available for matching appears.

   Select the correct matching order.

   Click the black arrow to the left of an order to see its line details.

   
5. Click Match, & then click Match again to confirm.
6. The matching status of the invoice updates to Matched.
7. Now you can process the invoice & map the supplier.

   Click the invoice.

   
8. The invoice summary appears, with the supplier automatically selected according to the order you just matched the invoice to.

   Click Edit in the bottom-right.

   
9. You now have the option to map supplier defaults so future invoices from the supplier will be automatically coded & potentially submitted to a workflow. This will update other invoices from the supplier that are already in iCompleat.

   Click Map supplier defaults.

   If you choose not to map supplier defaults this time round, you'll need to manually code each line.

   
10. Select the default codes from the drop-downs, & click Save.
11. Click OK.
12. Click Save in the bottom-right.
13. When you're ready to submit the invoice for approval, click Submit, & then select a workflow.
14. A message appears asking you to confirm the supplier link-up.

    Click Yes.

    
15. The supplier is mapped, & all future invoices from the supplier will be automatically linked to the supplier you've selected from your reference data.
16. (Optional) If there are other invoices in the tray from the supplier, you'll need to tell iCompleat to perform matching again to make the supplier update & the matching status change to matched.

    To do this, hover over the invoice in the Po match column & click Perform matching now.

Process the invoice

1. On the homepage, click Manage invoices.
2. Click the invoice with the Please select supplier status.

   The supplier name detected by iCompleat is in the Supplier column.

   
3. The invoice summary appears.

   Click Edit in the bottom-right.

   
4. Select the correct supplier from the Supplier drop-down.
5. (Optional) You now have the option to map supplier defaults so future invoices from the supplier will be automatically coded. This will update other invoices from the supplier already in iCompleat.

   Click Map supplier defaults.

   If you choose not to map supplier defaults this time round, you'll need to manually code each line.

   
6. Select the default codes from the drop-downs, & click Save.
7. Click OK.
8. The line items on the invoice update with the default mappings you've just selected.

   If you're happy to submit the invoice for approval, click Submit & then select a workflow.

9. A message appears asking you to confirm that you're happy for the status of the invoice to change.

   Click Yes.

10. A message appears asking you if you're happy to link up the supplier. Click Yes.

11. The supplier is mapped, & all future invoices from the supplier will be automatically linked to the supplier you've selected in your reference data.

    Go to Advanced settings for suppliers to learn more about managing your suppliers in iCompleat.

12. (Optional) If there are other invoices in the tray from the supplier, you'll need to tell iCompleat to perform matching again so the supplier updates & the matching status changes to Matched.

    To do this, hover over the invoice in the Match status column, & click Perform matching now.