Invoice Staging
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 ...
Troubleshooting: Forwarded Staged Invoice emails not processing
Invoices forwarded to Retriever by an email rule are not always processed. Invoices forwarded by custom email rules can fail due to formatting or configuration issues, such as message content or email address errors. Yellow Dog Software does not ...
Troubleshooting: Items unassigned invoice staging
Items in Invoice Staging appear as Unassigned. Figure: Example of unassigned items in a staged invoice One or more of the following conditions apply: Vendor size abbreviations aren’t assigned. Vendor size abbreviations in Yellow Dog don’t exactly ...
FAQs: Invoice Staging & Allied Beverage Group
Question: Are there limitations when submitting Allied Beverage Group invoices to retriever? Answer: Yes. Allied Beverage Group invoices may include multiple quantity-related fields, such as Case, Bottle, and Pack Size. Because these formats can ...
FAQs: Invoice Staging & RNDC
Question: are there limitations when submitting RNDC invoices to retriever? Answer: Yes. RNDC invoices may include multiple quantity columns, which can cause Retriever to pull in inconsistent or incorrect values. Review the staged invoice carefully ...
FAQs: Invoice Staging & Southern Glazers
Question: Are there limitations when submitting Southern Glazers invoices to Retriever? Answer: Yes - this vendor includes uses multiple methods for listing quantity that include Cases, Bottles and Bottles per Case (BPC). In some instances the BPC ...
FAQs: Invoice Staging & Coca-Cola
Question: Are there limitations when submitting Coca-Cola invoices to retriever? Answer: Yes. Coca-Cola invoices often use inconsistent formats, which makes it difficult for Retriever to capture information accurately. To improve data accuracy in ...
Troubleshooting: Incorrect Quantities brought into Invoice Staging
Invoices submitted to Retriever may display incorrect item quantities. These errors usually occur because Retriever reads unintended data from the invoice. Inconsistent vendor formatting Multiple, similar quantity fields on the invoice This guide ...
Troubleshooting: Items reverting assignment in Invoice Staging after saving
This article helps you identify and resolve the issue of mapping items in invoice staging reverting back to previously mapped items after saving a staged invoice. Issue Items are mapped in the Invoice Staging editor, but when the editor is saved the ...