Auto populate resource in vendor invoices

Introduction

This feature streamlines the creation of supplier invoices for matters.

evergreen automatically populates the vendor invoice resource from one of the matter responsible resources (matter relationship partner, matter fee earner or matter partner). An administrator can configure which responsibility will be used to default the vendor invoice resource.

Feature management

This feature can be made available to users by enabling feature “(evergreen) Auto-populate resource in supplier invoices”.

Path: Workspace > Feature management > All > (evergreen) Auto-populate resource in supplier invoices

Parameter

An administrator can configure which project resource role will be used to auto-populate the resource. The following options are available:

• None
• Sales manager
• Project manager
• Project controller
  Path: Account Payable > Setup > Accounts payable parameters > Invoice

Functionality

Supplier invoice journal

When a user creates a new vendor invoice journal line for a project, evergreen will default the resource based on the “Default project resource” configuration.

Pending vendor invoice

This functionality is also available for invoices created from “Pending vendor invoices” screen, including those raised from office requisitions.