Over 50% of suppliers in Basecone do not have posting rules, which results in postings being in an incomplete state and not ready to be posted, even though the country party may be recognised correctly and a similar invoice might have been posted in the past.
Users lose a lot of time filling out the same invoice line data, even though Basecone could just apply it directly based on their posting history.
When no posting rules have been applied, Basecone will now look for the most recent posting of that supplier and apply the line data from that previously posted invoice.
In your posting screen you will receive a small notification, if the fallback mechanism has been applied:
📌 The data will be applied as follows:
The number of lines will remain the same as the latest booking;
The software looks for the most recent booking, made in the last 6 months;
Each line will contain the General Ledged and Vat Code as selected in the latest booking.
Use this opportunity to save the posting rules. You will save time for coming invoices and you will be able to enable and start automatic posting.
When you start to post automatically, the most important screen will be the Validation overview. There you can see which invoices have a green status (complete) and can therefore be booked automatically, when automation rules are set-up.
Look for more information here.
📌 Attention: the Fallback mechanism is activated in the following situations:
You work in the new Twinfield booking screen
With a purchase invoice in PDF format
If you manually change the supplier, in the posting screen, the Fallback mechanism will not work.