Partial Receipt Policy
A partial receipt occurs when the delivery document only covers some of the lines on the linked purchase order — for example, when a vendor splits a ten-line order into two separate shipments. How you handle this situation depends on your supplier relationships and operational preference.- Allow Partial
- Require Review
- Reject Partial Receipts
Best for: split-delivery vendors and made-to-order suppliersOnly the lines present on the current document are auto-posted to the ERP. The platform creates a goods receipt for the received lines and leaves the remaining PO lines open, ready to be fulfilled by a future shipment.This is the most permissive policy and typically yields the highest straight-through processing rate for vendors who routinely ship in multiple consignments.
When using Allow Partial, make sure your ERP lookup strategy and writeback config correctly target individual lines rather than the full PO, so open quantities are decremented accurately.
When Documents Go to Human Review
Even with a permissive routing policy, certain conditions always trigger a Needs Review routing and prevent automatic posting. Understanding these conditions helps you tune your extraction and matching config to minimise unnecessary review queues. A document is sent to human review when any of the following is true:- Quantity mismatch — the extracted quantity falls outside the configured tolerance for one or more lines.
- Part number not matched — fuzzy similarity for a line item falls below your configured threshold, and no confident pairing can be made.
- Required field missing from OCR — a field marked Required OCR was not found on the scanned document with sufficient confidence.
- Required field missing from ERP — a field marked Required PO does not exist on the purchase order record in your ERP.
- PO not found in ERP — none of the configured ERP lookup strategies returned a matching purchase order.
- Low AI confidence on extraction — the AI Brain’s overall confidence score for the document falls below the minimum threshold, even if no individual required field failed.
- Partial shipment with policy = Require Review — the document covers only some PO lines and your Partial Receipt Policy is set to Require Review.
- Multi-PO or Blanket Release detected but not configured — the platform identifies a multi-PO or blanket release context but no matching context rule is configured to handle it.
Auto-Approval Criteria
A document is eligible for automatic approval and straight-through posting only when all of the following conditions are simultaneously true:1
All required fields extracted with high confidence
Every field marked Required was found on the document and the AI’s confidence score meets the minimum threshold.
2
All line items matched to ERP lines
Every extracted document line was successfully paired with a line on the purchase order, meeting the configured Exact or Fuzzy threshold.
3
All quantities within configured tolerance
No line item’s extracted quantity deviates from the ERP PO quantity by more than the configured ± tolerance (including any vendor-specific overrides).
4
PO found in ERP
At least one of the configured ERP lookup strategies successfully located the purchase order.
5
No partial receipt policy violation
Either the document covers all open PO lines, or your Partial Receipt Policy is set to Allow Partial.