Purchase order recognition allows for the PredictAP coding engine to look for PO numbers on an invoice image.
This optional feature will allow for PO numbers to be attached to the PredictAP invoice record when applicable. PredictAP will look for a variety of labels related to Purchase Orders.
Coding Invoices with a Purchase Order Number
Yardi Vendor Invoicing Plug In 19 and lower - When a PredictAP invoice is delivered to Yardi with a PO number attached, Yardi will replace the invoice details of the invoice to match those of the PO. As a result, when a PO number is recognized on an invoice, the details section on the PredictAP invoice record will not populate.
Yardi Vendor Invoicing Plug In 22 and above - When an invoice arrives into PredictAP, the advanced AI scans the document for purchase order numbers. Once detected, our system then cross-references the information with your existing purchase orders that we've synced with Yardi. PredictAP will match the PO to one that exists in your data and automatically populate key fields including: variable amount, properties, GL accounts, and individual line item amounts.
Overtime, PredictAP will collect a recognized list of valid PO numbers. These numbers will be added to the PO number dropdown in the PredictAP invoice record.
If a PO number was recognized but the user does not want it to be attached to the Invoice Record, it can be removed using the trash can icon next to the PO number field. When this is done the original prediction for the invoice details will be re-added to the invoice.
If a PO wasn’t recognized or a user wants to attach one, they can by clicking the “Add Purchase Order” button.
Delivery Failure
If the PO number doesn’t exist in Yardi, Yardi will reject the invoice. The error message that will trigger is as follows:
Vendor History
Historical Invoices that had a PO attached will also now populate with the relevant PO number as well.
Direct Delivery
PO recognition is also an option for clients that have Direct Delivery Note, there is also the option for enabling Direct Delivery just for invoices with a PO number. .
Enabling PO Number Recognition
The purchase order recognition feature is available for Yardi clients only. This feature is not supported in the Nexus version of PredictAP. Contact PredictAP support here if you would like these configurations updated.