Automatically Match Supplier Invoice with PO at Arrival
Explanation
This activity is used to match manual supplier invoice with purchase order
automatically when receiving purchase order through manual supplier invoice.
This is also possible in a posting proposal.
Prerequisites
The Automatic Matching at Arrival check box should be selected on the
PO Matching sub tab in the Company/Invoice tab in a
normal company. This is not applicable for a posting proposal company.
System Effects
The supplier invoice/ posting proposal will be matched with the receipts of the purchase order
when receiving order through invoice line/(s).
Window
Manual
Supplier Invoice
Related Window Descriptions
Manual Supplier Invoice
Procedure
Automatic Matching at Arrival in a Normal Company
- In the Manual
Supplier Invoice window, enter the PO reference in the header
with all other necessary basic data.
- In the line section, right-click and select Copy Unreceived PO lines
or enter PO line number and Release number manually. This will display the
Part number and Invoice Price Net/Unit.
- Enter Quantity.
- Enter the Gross Amount or
Net Amount for the Invoice.
- Save the Record.
- Select one or several lines, right-click and then click Receive Order.
The Matching transactions will be created when receiving the order.
Automatic Matching at Arrival in a Posting Proposal Company
- In the Manual
Supplier Invoice window, enter the PO reference in the header
with all other necessary basic data.
- In the line section, right-click and select Copy Unreceived PO lines
or enter PO line number and Release number manually. This will display the
Part number and Invoice Price Net/Unit.
- Enter Quantity.
- Enter the Gross Amount or
Net Amount for the Invoice.
- Save the Record.
- Right click and then click Posting Proposal.
- Select one or several lines, right-click and then click Receive Order.
The Matching transactions will be created when receiving the order. Note:
Matching transactions are created considering the PO Matching Level
of the supplier.