AdminPurchasing

Upload and review supplier invoices

To upload and review supplier invoices, start with purchasing access, the correct branch and supplier, and the original commercial document. In Admin, upload invoice, monitor extraction, review extracted fields, and correct uncertain values. Match the supplier, document dates, line quantities, prices, tax, and totals against the original document before confirming.

Before you start

Purchasing access, the correct branch and supplier, and the original commercial document
Compare supplier, dates, lines, quantities, prices, tax, and totals before confirming

Steps

Open /purchasing/invoices/upload, select the correct branch and supplier context, and upload one supported supplier invoice.
Wait for extraction to finish; use the review queue rather than uploading the same document again while status is pending.
Open the extracted invoice and compare supplier, number, dates, lines, quantities, prices, tax, and totals with the original file.
Correct uncertain fields and complete the displayed review or approval action only when blockers are cleared; retry extraction only from its supported failed state.

Expected result

The invoice moves through visible upload, extraction, review, and final review or approval states. Corrected values remain comparable with the original file, blockers remain visible, and retry is available only from the supported failed state.

Permissions

Invoice upload accepts ocr.read or ocr.write; review requires ocr.read; global review queue requires supplier-intelligence.read. Approval actions apply their own authorization.

Troubleshooting

Extraction is pending, failed, or missing fields.

Do not upload the invoice again while pending. For a failed state, use the supported retry once; otherwise open review and compare every extracted field with the original file.

Review or approval is blocked.

Read the displayed blockers, correct supplier, invoice identity, dates, lines, tax, or totals, and submit only when cleared. Send Support the safe invoice reference and blocker messages, never the full financial document unless the approved channel requests it.

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