Configure Dela for PO Voucher Processing

View this special topic to learn how you can configure Dela to automatically approve purchase order vouchers.

Costpoint supports automated purchase order voucher assessment using its AI assistant, Dela. Dela can automatically assess vouchers and approve eligible vouchers, recommend vouchers for approval, or route them for manual review.

This functionality allow you to approve vouchers even without opening any purchase order voucher entry screen.

PO Voucher Assessment with Dela

To configure Dela to assess PO vouchers for approval:

1. Access the Configure Purchase Order Voucher Settings screen and select Allow Dela Approval.
2. Enter a value in the Dela Confidence Setting field.

   You can enter a value from 70 to 100.

   Configure the confidence setting based on the following criteria:

   • Low Confidence Level (e.g. 70): Dela will accept matches even if it is not very sure. This might result in more matches, but some could be less similar to the historical data.
   • High Confidence Level (e.g. 100): Dela will only accept matches when it is very sure. This might result in fewer matches, but they will closely resemble historical data.

   Adjust this setting based on how closely you need the results to match historical data. Higher values mean more similarity, while lower values mean more flexibility in variation.

3. Click Save.
4. On the Configure Accounts Payable Dela User Settings screen, enter users whose vouchers are authorized for Dela voucher assessments and specify their Approval Mode.
5. In the Link Dela Vendor Exclusion Settings subtask, specify vendors whose vouchers should not be included in the automatic assessment process.
6. Click Save.
7. On the Configure Voucher Approver Settings screen, link the users you entered in Configure Accounts Payable Dela User Settings to an approver.
8. Click Save.
   After you have configured these settings, when you enter a new PO voucher that exceeds the approval threshold, Costpoint triggers Dela to assess the voucher.

   Depending on the Approval Mode, Dela takes the following actions:

   • If the Approval Mode is Enforce and the voucher meets the approval criteria, Dela automatically selects the Approved checkbox for the voucher in Manage Purchase Order Vouchers and sends a notification to the entry user that the voucher has been approved. Otherwise, if the voucher does not meet the approval criteria, Dela sends a notification to the user stating why the voucher was not approved.
   • If the Approval Mode is Recommend and the voucher meets the approval criteria, Dela only notifies the entry user that the vouchers are eligible for approval, but does not automatically approve the voucher.