Hi,
We need a method to track the number of purchase orders (POs) that are automatically matched with invoices without any manual interventions. We've attempted to create reports in the past, but without success.
Does anyone have suggestions on how to solve this problem?
Thank you,
Do you use posting proposals? We did something similar based on which invoices were automatically authorized (because they needed no manual intervention after being automatically matched).
Do you use posting proposals? We did something similar based on which invoices were automatically authorized (because they needed no manual intervention after being automatically matched).
Yes, we use a posting proposal.
How did you solve this? When we last tried to build a report, the issue was that invoices that were manually handled ended up being “automatically matched” after manual intervention.
Hello
In POSTING_PROPOSAL_COST_AUTH view there is a field called MANUALLY_MODIFIED. It is either null or TRUE. Did you check if it works for you?
See the help description for the field
Manually Modified
If this check box is selected, it indicates that the posting line has been manually modified. Information that can be modified includes code part information, amount, quantity, discount and additional cost.
I think we found the only way to truly see everything and determine whether there was zero manual intervention is to link to the History Log (Posting Proposal History) and use the info there.
Hello
In POSTING_PROPOSAL_COST_AUTH view there is a field called MANUALLY_MODIFIED. It is either null or TRUE. Did you check if it works for you?
See the help description for the field
Manually Modified
If this check box is selected, it indicates that the posting line has been manually modified. Information that can be modified includes code part information, amount, quantity, discount and additional cost.
Thank you for your reply, Furkan, and apologies for the delayed response.
I tried your suggestion, and it will help in a few cases. However, the main issue is that Accounts Payable needs to manually match a PO with an invoice, which does not trigger the manually modified checkbox. We want to measure how many invoices are matched automatically with a PO and how many are manually matched.
I think we found the only way to truly see everything and determine whether there was zero manual intervention is to link to the History Log (Posting Proposal History) and use the info there.
We tried this a few years ago but weren’t able to solve it, and the case has been paused since then. However, I will revisit this and try it out.
Do you have any pointers on how to formulate the query?
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