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