Matching PO-Receipt-Invoice

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Matching PO-Receipt-Invoice

How to match

Auto Matching

• Using button "Create lines from", can auto matching material receipt lines with purchase order lines.
• In this case, we are using Window: Material Receipt. Tab: Material Receipt.
• The method is the same for Window: Invoice (Vendor).

• Step 1. Open Window: Material Receipt. Tab: Material Receipt

• Step 2. Click button "Create lines from"

• Step 3. Choose Purchase Order and select PO Lines, and then confirm.

• Step 4. You can see matched Purchase Order here.

• Step 5. Complete the document.

• Step 6. Select Receipt Line and then go to Tab Matched POs, you can see matched Purchase Order Line.

Manual Matching

• Window: Matching PO-Receipt-Invoice
• Attention:
  1. The Purchase Order / Material Receipt / Invoice have to be PROCESSED before matching.

• 1. If you want to match partial shipment, make sure that "Same Quantity" is not selected.

How to delete matched records

• There 3 windows you can delete matched records.

Matching PO-Receipt-Invoice

• Window: Matching PO-Receipt-Invoice

Matched Invoices

• Window: Matched Invoices

Matched Purchase Order

• Window: Matched Purchase Order

Related Windows

• Purchase Order
• Material Receipt
• Matching PO-Receipt-Invoice
• Matched Purchase Orders
• Matched Invoices

Links

• ManPageX MatchingPO-Receipt-Invoice
• Purchase_Processes