Add or Delete a Search Specification Line

Use these steps to add or delete search specification line in the Vendor Search, Pay to Vendor Search, Responsible Search, or Responsible For Allocation Search tables.

To add or delete a search specification line:

1. Under the Setup menu group, go to E-Invoicing > Vendor Invoice Mappings.
2. Use the search filter and/or the Search field to select a vendor invoice mapping.
3. Click the Search tab you want to update.
4. To add a search specification line:
   1. Click Add Search Specification Line.
   2. Optionally, you can click Row Tools > Insert Search Specification Line to add a new line between existing search specification lines.
   3. Provide a value for the Invoice Field, Field Name, and Search Criteria Type fields.
      Note: If you select Creation Only as the search criteria type and no vendor is found based on the search specification provided, Maconomy displays a Failed Vendor Invoice Search tab. In the Failed Vendor Invoice Search tab, you can click the Create Vendor action to create a vendor based on the values found during the search. Maconomy creates a vendor using the values in the Name 1 field.
   4. Click Revert if you want to undo your changes. Otherwise, click Save.
5. To delete a search specification line:
   1. Select the line you want to delete.
   2. Click Row Tools > Delete Search Specification Line.
   3. In the confirmation dialog box that displays, click Delete to confirm deletion or Cancel to exit without deleting.