Help Centre › Building Processes
Record an extracted invoice, credit note or statement in the company's supplier history, and check it.
Add it to a process
In the process designer, open the Add step tab. Find Record in the supplier history under Process, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Document | Yes | Variable holding the extracted document (e.g. invoice) |
| Type | No | What the document is. Auto tells a statement from an invoice, but cannot tell a credit note from an invoice (default: auto) Choices: auto, invoice, credit-note, statement. |
| Path | No | File path of the document, so the same file is recognised when it arrives again. Default: the file the document was read from |
| On unavailable | No | When the check cannot run (the history is switched off or the platform cannot be reached): fail the step or carry on with no findings (default: fail) Choices: fail, continue. |
| Variable | No | Variable to store the result in (default: supplierCheck) |
What it gives back
{supplierCheck}– recorded, checked, critical, supplierIsNew, supplierID, documentID and findings — each finding has a code, severity, message and detail
See all Process steps.