Priority ERP Invoice Approval Workflow With AI Invoice Extraction
Supplier invoices arrive by email or upload. Noca AI extracts the data, checks it against Priority ERP, routes it to the right approvers and posts the approved invoice, with a full audit trail.
What the Priority ERP Invoice Approval Workflow Includes
| Section | Fields |
|---|---|
| Supplier | Supplier name, tax ID and Priority vendor number |
| Invoice | Invoice number, date, due date, currency |
| Amounts | Net, VAT and total amounts |
| Lines | Line items, quantities and prices, matched to the purchase order |
| Approval | Approver chain by amount, department or cost center |
| Posting | Approved invoice posted to Priority with the PDF attached |
This is the same pattern ACS Motion Control uses to process high volumes of supplier invoices into Priority ERP with Noca AI document extraction.
What Happens
After Submission
AI Extraction
Noca AI reads PDF and scanned invoices and extracts header and line data.
Validation
Supplier, PO and amounts are checked against Priority before anyone is asked.
Mobile Approvals
Managers review and approve from a simple web portal on any device.
Post to Priority
Approved invoices are created in Priority ERP with the source PDF.
Exceptions Queue
Mismatches go to a human review queue instead of failing silently.
How to Set Up the Priority ERP Invoice Approval Workflow
- Connect Priority ERP. Authenticate your Priority instance with the Noca connector.
- Set the invoice inbox. Choose an email inbox or upload form where supplier invoices arrive.
- Define approval rules. Describe thresholds and approvers in plain English.
- Map to Priority. Map extracted fields to Priority supplier invoice fields.
- Test and publish. Run sample invoices through the flow and publish it.
Related: Priority integration, Priority MCP, invoice automation, invoice template and purchase order form.
More templates: NetSuite Purchase Order AI Agent · HubSpot Lead Onboarding Form · Salesforce Contract Template With E-Signature · Leave Request Form Template · Sales Quote Template · Expense Report Form Template · Invoice Template · NDA Template With E-Signature · Employee Onboarding Form Template · Vendor Onboarding Form Template · Purchase Order Form Template
Build Your Priority ERP Invoice Approval Workflow in Minutes
Frequently Asked Questions
Can Noca automate invoice approvals in Priority ERP?
Yes. Noca extracts invoice data with AI, validates it against Priority, routes it for approval and posts approved invoices to Priority automatically.
How does the AI read invoices?
Noca AI document extraction reads PDF and scanned invoices and returns supplier, invoice number, dates, amounts, VAT and line items.
What happens when an invoice does not match?
Mismatches, such as a missing purchase order or a price difference, go to a human review queue with the details highlighted.
Can approvals depend on amount?
Yes. Define thresholds and approvers by amount, department or cost center in plain English.
Is there an audit trail?
Yes. Every extraction, approval and posting step is logged with who did what and when.
Can planners work with Priority data from Claude?
Yes. With the Noca MCP Server, teams can query live Priority data from Claude or ChatGPT, as ACS Motion Control does.