+19We have supplier invoices created in IFS using external supplier invoice loads.
Invoices are created before the POs are receipts.
Company is a Posting Proposal company.
How can we get the invoices matched with PO receipts automatically?
‘Match Invoices with New PO Receipts’ seems to be working only for non-posting proposal companies.
Hi,
Assuming the invoice can be matched (automatically) via manual entry, and the user running the match PO job, has access to the invoice recipient, that match PO job will work for posting proposal.
The match PO essentially replicates the matching process of when an invoice is entered and matched automatically.
It is very important that the user associated with that match PO background job, can successfully match (automatically) the Po receipts and the invoice. The job follows the same invoice recipient controls used in a manually entered invoice. Consider invoice recipient, superior, admin user, and super access. This can affect what can be matched via that match PO receipts job.
Also, assume the supplier is set for PO line matching, yet the invoice is not entered with enough data to support automatic matching. For a manually entered invoice, a user would then need to manually match as the data does not support PO line matching. The match PO receipts job would also fail, unable to match automatically.
If automated matching is performed for a manually entered invoice, the match PO receipts job, will do the same assuming same user ID.
Best regards,
Thomas
Is it possible for the match PO job to only work for certain supplier, or does it need to run on the whole batch of posting proposals open for the company?
Looking to gain efficiency on the few suppliers that have limited issues during the procure to pay function but isolate the more “difficult” to process supplier invoices for AP clerks to manually review.
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