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.