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Infor SyteLine AP Automation - Handling charges like Tax and Freight which are not on the PO

Learn how to handle additional charges in Infor SyteLine with Nimbello’s AP automation. Set tax and freight tolerances, classify charges with keywords, and ensure accurate invoice processing.

In this quick tutorial, we’ll show you how to:

🔹 Set tolerances for tax and freight to control variance

🔹 Use keywords (e.g., FedEx, UPS, drop ship) for better classification

🔹 Identify miscellaneous charges (any line without a part number)

Keep your SyteLine AP process efficient and error-free by categorizing every charge correctly! 

 


Transcript


Tax and freight are their own categories, and you can:

  • Set tolerances against them.

  • Define keywords (e.g., shipping might include FedEx, UPS, or Drop Ship).

Anything not classified as tax or freight is considered miscellaneous.

In all cases, a charge is miscellaneous if it does not have a part number.

  • If no part number is entered in OCR, or

  • If the vendor does not provide one,

Then it is automatically considered an additional charge.


Related:

How to manually "Y-Approve" misc. charges on a PO invoice