Link incoming documents to a purchase contract
- 2 min.
Now that your new purchase contract is active, the way new incoming documents that match the details of the contract is handled, depends on how you created the purchase contracts.
As mentioned earlier, if you create a purchase contract based on a specific document in Document Capture's document journal, any future documents identical to the first document will be automatically linked to the purchase contract, and subsequently approved if you have set up automatic approval.
If you did not create the purchase contract based on a document, you can manually add the relevant documents to the purchase contract as they come in.
Note
You can manually add incoming documents to a purchase contract regardless of how you created the contract in the first place.
Manually link a document to a contract
To link a document to an existing purchase contract, in the Account Type field you simply select Purchase Contracts and then, in the Account No. field, you specify the number of the specific contract you want to use.
A message now appears, asking if you want to use the purchase contract as the default account for all the future invoices recognized by the current template. When you select Yes, the purchase contract is added to the template as the default account and you'll never have to worry about manually handling the identical and recurring invoices again.
