Automations for supplier linking

In SEMINE, it is standard practice for us to identify the supplier if the organization number and account number on the invoice match those on the supplier card in the ERP system. However, as a company, you can perform additional identification in our automation center. 

See also: Automation - Supplier Linking

It is possible to automatically identify the supplier using:

• Bank Account Number (BBAN)
• IBAN
• Organization Number
• Supplier Name
• Supplier Country

Switching Supplier

If you have a requirement that specific invoices should be assigned to a different supplier, you can now set up automation rules for this purpose. 
For example, some suppliers may submit invoices with payment information in both NOK and foreign currencies, but the invoice currency determines which account it should be paid to. If you have registered the supplier under different supplier numbers with their respective account information, you can choose to assign these invoices to the correct supplier number. 

For all automation rules related to switching suppliers, you should choose one of the trigger events AFTER, but before the invoice is sent for processing (see image below): 

Below is an illustration of an automation rule that would be used in the example described above. 

Extended Supplier Matching

It may be desirable to identify suppliers based on criteria other than the combination of organization number and account number. This can be done in the automation center. 

When creating a rule for extended supplier matching, the trigger event on the group should be "After Supplier Match". This is to ensure that the standard logic is completed before the extended matching is performed. 

If you want the rule to apply only if SEMINE has failed to identify based on the combined account number and organization number, the following condition must be included in the rule:
"Supplier is approved" and further that it is equal to blank (=false):

Then select the action "Configure Supplier Matching," check the elements that should be identical on the invoice and supplier card for proper identification of the supplier.
In the example below, we have set that the supplier name should be identical. If you choose multiple options here, they are combined, so both name AND bank account must be correct to get a match.