Who this is for. AP Helpdesk Analysts. See the Roles and Access.
The record pages under SmartVendor hold what the system knows about a vendor, an invoice, a purchase order, or a payment.
You use them to answer one question: why did this particular thing stop?
What is here
Table 1. Record pages
Page |
Holds |
|---|---|
Vendors |
The vendor directory, with enrollment status. |
Documents |
Everything received, across three tabs: Active Data, Written to SoR, Dismissed. |
Vendor Bills |
Bills created from documents. |
Credit Memos |
Credit memos received. |
Purchase Orders |
POs synchronized from the system of record. |
Payments |
Payments synchronized from the system of record. |
Internal Documents |
Vendor forms, tax forms, and banking details collected by the helpdesk. |
What a lookup failure usually means
When a reply says a value is not on file, or a match fails, the cause is normally one of two things:
The record is not there yet. A payment not yet synchronized, an invoice not yet posted.
The reference did not match. The vendor quoted a number the system could not resolve.
The first is a question about the connection sync, which runs every four hours by default, so a record created in the system of record a short time ago may not have arrived yet. A Super Admin can enroll Purchase Orders and Supplier Contracts in the hourly refresh on the connection. The second is genuinely yours.
Your data scope bounds what you see
A colleague with a different scope may see records you do not, and both views are correct. If a record you need is genuinely missing rather than out of scope, that is a question for your system administrator.