Hi all,
In order to facilitate the invoice matching, we would like to configure the following, at supplier level :
-we would like to no longer need to receive the PO lines in register arrival, in order to trigger the invoice matching.
Indeed, for some suppliers, we sometimes receive the invoices before the PO lines are received in “register arrivals” screen.
We would be ready to match these invoices only at PO level.
Is it possible to trigger the matching only at PO level?
have a good day!
Question
invoice matching only with PO - no receipts needed?
+22Hi
Not in standard IFS Cloud, I’m afraid. PO invoice matching is always based on receipts. The lines you can match against come from uninvoiced purchase receipts, so a PO line with nothing received gives you nothing to match.
The supplier setting Matching Level (Supplier → Invoice → PO Header / PO Line / PO Receipt) only changes how detailed the match is: header, line or individual receipt. It does not remove the need for a receipt.
What you can do instead:
- Register the invoice now and match it later. Enter or import the invoice with the PO reference and leave it unmatched. Once the goods are received, use Match Lines / Post from Purchase Order, or let the automatic matching job pick it up. This is the standard way to handle an invoice that arrives before the goods.
- Receive automatically when the invoice is registered. If you really want the invoice to trigger it, a small customization can do it: a workflow or event that creates the receipt for the referenced PO lines when the invoice is saved. Be aware that this books goods you haven’t physically checked.
Most customers go with option 1: the invoice is in IFS and its due date is tracked, and the match is done once the goods arrive.
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