Matching Purchase Invoices to Purchase Orders
Location:
Purchase invoices can be matched to the application's internal purchase orders or purchase orders that are imported from an external ordering system. Matching can take place manually by the user or automatically when the purchase invoice is saved. Purchase invoice matching and automatic purchase invoice matching are paid additional features.
Manual matching of purchase invoices uses the Order Matching function. The function can be started from the Posting section of the purchase invoice by clicking Matching. The button is active if Purchase invoice matching has been enabled in the user's user profile. The operation of the Matching button depends on the application license and the Purchase Invoice Matching setting in the organization structure. Based on these, the Matching button may open either the internal requisition matching view or the Matching Client view of the external ordering system. If both options are enabled, posting will display the buttons Internal matching and External matching.
Automatic matching of purchase invoices takes place when saving purchase invoices, and it requires no user interaction. Automatic matching is enabled company-specifically in the organization structure by using the Automatic matching option of the Purchase invoice matching setting.