Question

Follow up on how many POs and invoices are matched auutomaticlly

  • 25 April 2024
  • 4 replies
  • 53 views

Badge +1

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,


4 replies

Userlevel 4
Badge +9

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).

Badge +1

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.

Userlevel 6
Badge +19

Hello @DERYNGVE 

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.

Userlevel 4
Badge +9

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.

 

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