AVAILABILITY

The ability to match an invoice to a purchase order is available for all customers using both the invoice and purchase order module.

FEATURES SUPPORTED 

• Invoice matched to single purchase order (Match on the invoice header level)

PRE - REQUISITES

• You are using both the purchase order and invoice modules.

• The purchase order needs to be approved before it can be matched to an invoice.

HOW IT WORKS

• Open the details of the invoice
  • You can open the details of an invoice by double clicking on the invoice line or clicking on the view details icon.
• Select the purchase order number on the invoice header. Please note only approved / committed purchase orders appear in the dropdown.

• Click on the 'PO Adoption' button. All the purchase order line items appear in the PO Adoption display. Make your selection, and click Save.