Send supplier details

Use this function to send supplier details to Sage AI to improve results for processed documents. The data sent will be used in release 2025.R2 to match the supplier extracted from the document, such as a PDF or XML file, with the supplier details available in the Sage AI directory for the onboarded company.

The process generates a JSON file that contains supplier details for companies registered with Sage AI.

The AP Automation guide on how to register a company.

Set up a batch task

You can set up a batch task to run the process in the background. In Task management (GESABT), we deliver the task below that can be used in Recurring task management (GESABA).

The recurring task code is SNAPBPSDTL - AP automation send supp. det.

Screen management

All companies (field ALLSNAPCPY)
Select this checkbox to include all registered companies.
Company (field SNAPCPY)
Or, you can enter or select a single company.
Legislation (field SNAPLEG)
If you selected all companies, you need to select a legislation.
If you entered a company, the legislation displays for that company.
All suppliers (field ALLSNAPBPS)
Select this checkbox to include all suppliers.
From / To supplier (fields SNAPINIBPS/SNAPENDBPS)
You can enter a range of suppliers to limit the selection.
Modification date (field SNAPMODDAT)
Enter a date to only include records that were updated on or after this date.

Specific buttons

Memo Select this action to save the current settings to reuse later using a unique memo code. The memo code is linked to your user profile, not to the function or the screen.
Recall Enter or select the unique memo code you created to apply the settings saved with that code.
Delete memo This action deletes a saved memo code and cannot be undone.