How To: Setup Vendor Mappings

Vendor Mappings ensure staged invoices map correctly to the appropriate Vendor, Store, and Expense Accounts in Yellow Dog.

• Permission to view and edit Vendors

• EDI Source
  
  Select the invoice source:
  • apiOCR Enabled for OCR
  • The appropriate EDI source
• Type
  
  Select what you are mapping:
  • Vendor
  • Store
  • Expense Account
  • Ignored (use to exclude unnecessary data)
• Object
  Select the corresponding record in Yellow Dog (for example, the Vendor, Store, or Expense Account).
• Code
  
  Enter the value provided on the invoice.
  • Example: If the vendor sends “Store A”, enter Store A.
• Exact Match
  Match the Code value exactly (case and punctuation must match).
• Contains Match
  
  Match partial values within the Code.
  • Example: Use “Sysco” to match “Sysco Foods LLC”.

5. Click Save & Close.

Figure: Example of vendor mappings tab

Invoice Staging Guide

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