Set up automated reception rules

Use this procedure to configure rules that automatically reject inbound documents that fail specific checks. This reduces manual review work for your team.

Note:

When a rule triggers, the system automatically rejects the document and sends the configured rejection message to the original sender.

Go to Panel de Control > Administracióin de Recepción.
On the Administración de Recepción Avanzada screen, click Modificar to edit the rules.
Configure the desired rules and set each to Activo: SI or NO.

Available rule types:

Solo recibir documentos con nuestra razón social correcta

The sender's company name matches your records exactly. You can maintain a list of accepted names and set a custom rejection message.

Validar documentos según existencia de orden de compra

The document includes a purchase order reference. You can set exceptions by Registro Único de Contribuyentes (RUC) and configure whether the PO must appear in the document or must be pre-loaded.

Rechazar múltiples órdenes de compra por documento

The document references only one purchase order.
Select which document types each rule applies to or select Todos.

e-invoicing

e-invoicing

Set up automated reception rules