Is it possible to set the system up to automate the matching of PO receipts to Invoices in IFS 10.
Here is our scenario.
We enter a purchase order and send to the supplier.
The supplier ships the product and emails us the invoice.
We enter the invoice into the system.
A week or more later the product arrives on the dock.
Is it possible to have that receipt automatically match to the pre-existing invoice?
Best answer by Xavier Fernando
Hi
As the above thread explained, I believe "Match Invoice with New PO receipts" wizard is the best option with the given business scenario and ideally running this as the scheduled job is recommended in case there is a high number of invoices to be matched in business.
1.Enter a purchase order and send to the supplier.
2.Then supplier ships the product and emails the invoice.
3.invoice is entered into the system.
4.At last, when the product arrives on the dock please run the below;
This is runs per company and if you are using no part order lines on PO, you will have to face the limitation of Supplier matching level Line level. Otherwise, if you are using line-level, you have to make sure to enter line ID at the Invoice line ( It is a must to enter PO Ref for any matching parameter and line ID is must when Line level matching is used)
Hope this helps.
Hi
As the above thread explained, I believe "Match Invoice with New PO receipts" wizard is the best option with the given business scenario and ideally running this as the scheduled job is recommended in case there is a high number of invoices to be matched in business.
1.Enter a purchase order and send to the supplier.
2.Then supplier ships the product and emails the invoice.
3.invoice is entered into the system.
4.At last, when the product arrives on the dock please run the below;
This is runs per company and if you are using no part order lines on PO, you will have to face the limitation of Supplier matching level Line level. Otherwise, if you are using line-level, you have to make sure to enter line ID at the Invoice line ( It is a must to enter PO Ref for any matching parameter and line ID is must when Line level matching is used)
Hope this helps.
Is this a separate module or possibly something that came in a later update? We don’t seem to have this in our system. We have Invoice Workflow Basic Data, but Invoice Workflow or Match Invoices with New PO receipts
+19Hi
Can you check whether it is a permission issue? Cz I am sure this has been available since APP75, or even before that.
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