Supplier invoice — Config

Global defaults apply to every supplier unless a per-supplier override is set. Suppliers without a cost rule row use only global settings.

Default processing (no per-supplier override)
Global tolerances (invoice vs RFMS order)

Compared to order unitCost × qty. Fill rate % or $ cap — one is enough; leave the other blank. If both are set, cap applies.

Product cost
GST & shipping
Global GL accounts (RFMS payable posting)

Each payable line sends an account code and sub-account code to RFMS (accountCode / subAccountCode). Use two separate fields below — not the product-line subs (01–12) used for stock splits unless that is your GST sub in RFMS.

Payable line type
Account code
Sub-account code
RFMS stock categories (receive / match)
CodeCategory
01Carpet
02Vinyl
03Hybrid
04Timber
05Laminate
06Vinyl planks
07Vinyl tiles
08Carpet tiles
09Underlays
10Nosings & trims
11Accessories
12Commercial vinyl
Advanced: edit code list
Advanced: freight absorb sub-codes

Leave fields blank to use global defaults from the first tab. No cost rule row = global only.

Download XLSX

Processing override

Use global default means this supplier follows Default processing on the Global defaults tab (e.g. inbox vs auto_cost). Set a value here only when this supplier should behave differently.

Charge archiving override

Copies freight / admin / packing / baling amounts into this app’s database for reporting. Inherit global uses the checkboxes on Global defaults; set On/Off here for one supplier only.

Tolerances override (blank = global)
GL accounts override (blank = global)

Same layout as Global defaults: account code, then sub-account code.

Line type
Account
Sub-account
Stock
GST
Freight
Packing / baling

Reference copy of freight and admin charges captured when archiving is enabled on Global defaults.

WhenSupplierInvoiceOrderKindAmountSource
On-demand mail fetch

Same as Invoices for Review fetch — runs on the server if you leave this page.

Supplier master & mailbox

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AP Forwarder (email rules & intake)
Review queue — RFMS-BOOST recovery

If invoices landed in the local review table but should have been emailed to RFMS-BOOST, use Forward review queue (run mode must be RFMS-BOOST). That uses the stored mailbox message id — not a folder re-sweep.

Supplier folder backup sweep

Run sweep & ingest = local review rows (Local mode only). Forward to RFMS-BOOST = same intake gate, emails PDFs to forwarder target (no portal rows) — set run mode RFMS-BOOST first. Events appear on the activity log.

Leave only All active suppliers selected to run every supplier, or Ctrl+click to choose one or more.


        

      

      

        
Review queue rematch 



        

          

            
            
          

          

            
            
          

          
          
          
          

        

      

      

        
Clever Choice re-normalize 



        

          
Use after banner/SM rule changes. Scans pending review and hold Clever invoices; re-reads stored PDFs when available.

          
          
          
          

        

      

      

        
Developer