Hello IFS Community,
I’ve encountered a scenario in IFS Cloud 25R2 (and previous versions) where Automatic Matching on Supplier Invoice does not trigger for approved Milestone Stage Payments of Purchase Orders.
After some investigation, it appears this is a known product limitation rather than a configuration error. To get this working, a product enhancement is required to support fully automated matching for these specific payment types.
Has anyone else found a creative workaround for this, or should we rally together to upvote this as a formal Idea/Enhancement request?
IFS.AI Analysis
Summary of cause
- Stage/milestone payments are handled as amount-only stage payments (they do not track receipt quantities), so supplier invoice matching does not use receipt quantity and therefore automatic matching against PO receipts won’t work as with normal (quantity-based) PO matching.
- Because stage payments don’t update invoiced quantities on PO receipts, the system cannot reliably compute or update matching info for automatic matching; this is why milestone (stage) matching with the invoice does not occur automatically.
- The behavior has been recognized as a product limitation/enhancement request rather than a configuration error.
Key behavior details
- Stage payments relate to matching of amounts only, not quantities, and invoiced quantity is not recorded on the PO receipt when using stage payments.
- The last stage payment typically cannot be approved without the PO receipt because approving the last stage without receipt would allow payment without goods received.
- If one of multiple invoices is cancelled, the system cannot update invoiced quantities correctly for stage payments, so invoice quantities on receipts are not maintained in the usual way.
Practical implications
- Automatic matching jobs/tools that expect receipt quantities and matching info will not find matching info for stage/milestone payment transactions, so no automatic account/receipt-to-invoice match is created.
- Invoice matching must be performed manually for staged payments or handled through a specific enhancement when/if provided by product development.
- Some users have attempted to work around issues by ensuring Invoiced Qty is provided on supplier invoice lines or by adjusting receipts, but these are manual and can create rounding/decimal GRN complications.
Recommended actions / workarounds
- Verify whether the invoice lines include an Invoiced Qty value; when missing, invoiced qty in Purchase Receipt may show 0 for stage payments.
- Use manual matching for supplier invoices tied to staged/milestone payments because automatic matching will not populate matching info for stage-payment transactions.
- Expect that a product enhancement would be required for fully automated milestone-stage matching; treat this as a known limitation in current functionality.