1. Through our purchasing module, we will create a PQuote, then convert to a PO after Vendor/Purchasing approval.

2. Once that PO is generated, we can send directly out of Cetec ERP to our Vendors.

3. Once our PO has been placed Cetec ERP, our vendor will send an invoice to our specified email specified upon set up.

4. As we see, our vendor has sent us an invoice that matches the PO placed in the system.

5. The script will then run in your designated email, find the invoice in your email that matches the PO, and create a voucher.

6. Notice that Vendor Invoice Number is populated into your voucher.

7. As well as a note showing this came from 3-way AP Automation.

8. Finally, we see that the voucher is on hold as there is not a receipt that matches the invoice. Only two of the three matches have occurred.

9. Once the receipt is generated, the Voucher will move to the approved stage. Keep in mind, any approval threshold set up will try to apply depending on set up, and can be changed at any point.

10. The receipt is also populated into the voucher to ensure complete and proper traceability.

11. When we scroll down on the page, we see that the PO is hyperlinked to the voucher from our system.

12. And so is the receipt.

13. We see also that the receipt that is created is logged to the voucher.

14. If the script is scanning the inbox for emails associated with the customer, it will automatically attach any pdfs to the voucher.

15. You will get a summary emailed to you after the script has run each day listing how many vouchers were created and the voucher IDs for your review.

16. As always, reach out to sales@cetecerp.com for any questions, or info on setting up AP Automation.