The Purchase Order Item Match popup will be available when users click the (Un)Matched icon line indicators from the Invoice Capture page. Based on the Purchase Order number assigned to the Invoice, this window will display the available lines from the PO, their current match status, quantities received and remaining to invoice along with the line level match options. This interface provides the user the ability to specify exact, line level matching for Purchase Orders when the supplier invoice item numbers and descriptions do not match those on the issued PO or when the same item number may be used multiple times on the same Purchase Order document.
The following summary information is displayed as read-only for reference purposes along with a filter option to restrict the number of lines for larger Purchase Orders using type to search:
The Purchase Order number assigned to the invoice on the Invoice Capture page.
Displays the Vendor ID assigned to the Purchase Order.
The currency of the Purchase Order.
The date assigned to the Purchase Order.
The Revision Number for the Purchase Order.
Displays the Total amount of the Purchase Order.
The Filter field is available to search and restrict the lines that are displayed.
The Item Number assigned to the Purchase Order line.
The Item Description from the Purchase Order line.
Displays the quantity received for the Purchase Order line.
Shows the quantity remaining to be invoices for the Purchase Order line.
Each Purchase Order line will display one of the following options based on the invoice line that was selected from the Invoice Capture page:
Match: Indicates the Purchase Order line is available to be matched against. Clicking this option will match the invoice line to the Purchase Order line. If the invoice line was previously matched to a different PO line, it will automatically update the previous PO line to Unmatched.
Unmatch: This option will display next to the Purchase Order line that the invoice line is currently matched to. Clicking this option will remove the link and the invoice line will be switched to an unmatched status.
Linked to: Purchase Order lines that are matched to other invoice lines will not be available for matching. These lines will display the Invoice Item that the PO line is already matched to for reference purposes only and cannot be clicked.
Close
Closes the window.