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We have scenarios where we can have single line Manual Supplier Invoices that need to match to hundreds of PO lines. If a single matched PO needs to be unmatched (maybe due to an error while selecting lines, or a query raised) , how can this be done in IFS Cloud? 

The Cancel Matching command in Cloud cancels all of the matched lines forcing the user to go back and have to redo all of the work they’ve already done.

Example (just for demonstration purposes), I’ve raised a Manual Supplier Invoice, linked to a single PO with 2 receipted lines. The PO is still in Preliminary status. I matched the 2 PO lines using Match PO Receipts. The posting lines were created automatically. I now need to unmatch one of the PO lines because a query came through from the person who receipted it. If I select the posting line(s) then click the Cancel Matching button - it cancels both the lines. When there are 300 or 400 lines already matched this is a real issue. Any pointers would be greatly appreicated! 

 

 

 

 

Hi, 

Rather than canceling the matching with that option, you can delete one or more posting lines. 

In the matching process, IFS will generate those posting lines -those lines are then connected with the po line receipt and other data.   If the PO line information and part information is not shown, add the columns.  The concept is search the posting line and find the few that you would want to cancel (delete).  At saving those receipt records show back up as something you can match later. 

I believe same results you want, just a different way. 

 

Best regards

Thomas

Thanks Thomas. I tried deleting the posting lines and I receive the error message below.

A PO line column is not available in the Postings grid. Only PO Ref is there. Receipt Reference is a good one for searching for specific lines. 

 

 

Are you using the posting proposal functionality?   All my clients use this since apps 8.  If not, I will need to test without posting proposal. 

No- we are using the Match PO Receipts function on the Manual Supplier Invoice screen. 

 

And just a small correction to my earlier description where I said “The PO is still in Preliminary status”. That should have read  - “the Manual Supplier Invoice is still in Preliminary status”.

Hi, 

 

I tested in non-posting proposal company.  Not finding any successful process. 

The posting proposal option has many improvements. 

If your open to the idea, I would strongly suggest posting proposal. You would need assistance with the set up from someone who knows the solution.  Furthermore, it is a bit different from traditional old school AP, and may take a couple weeks to accept and appreciate.  I’ve never had a client wanting to go back, especially after the updates in Cloud 23R2 (I believe).

 

Best regards, 

Thomas

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