How to Match Mutiple Purchase Orders to an Invoice - NextGen

Modified on Thu, 22 Feb 2024 at 03:11 PM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.


Please Note: There are ongoing updates to the Invoice and Purchase Order Header Details view. Your Header Details may look slightly different from what you see in the screenshots below.

Matching an invoice to a purchase order is available for those using both the Invoice and Purchase Order modules. The invoice must be in New, In Progress, Reset, or Rejected status. The purchase order must be in PO status. 


Mulitple purchase orders generated in Quadient AP can be matched to an invoice. Please note that depending on your ERP, this option may not be available for imported purchase orders. 


Matching mulitple purchase orders to an invoice

Open the invoice details view. Under the Line Items menu, click the Adopt from Purchase Order button.


In the Line Adoption Menu, select the Purchase Orders from the search bar. 


Select the lines you want to adopt to the invoice, and click the green Adopt Lines button. Click Save in the top right corner of the invoice to save the changes. 



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