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

  1. In the Manual Supplier Invoice window, enter the PO reference in the header with all other necessary basic data.
  2. 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.
  3. Enter Quantity.
  4. Enter the Gross Amount or Net Amount for the Invoice.
  5. Save the Record.
  6. 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

  1. In the Manual Supplier Invoice window, enter the PO reference in the header with all other necessary basic data.
  2. 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.
  3. Enter Quantity.
  4. Enter the Gross Amount or Net Amount for the Invoice.
  5. Save the Record.
  6. Right click and then click Posting Proposal.
  7. 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.