How to Match a Purchase Order to an Invoice for a Different Vendor - NextGen

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.

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. 

Sometimes, you may need to match a purchase order to an invoice for a different vendor. Follow the steps below to do this. Please note that depending on your ERP

Matching a Purchase Order to an Invoice for a Different Vendor. 

Open the invoice details view and ensure that there is no vendor coded to the invoice. From the PO number dropdown, select the purchase order you need to match to the invoice. Under the Line Items menu, click the Adopt from Purchase Order button.

In the Adopt from Purchas Order menu, select the lines to be adopted and click the Adopt Lines button. 

Once the lines are adopted, click on the Vendor dropdown list to assign a vendor to the invoice.