Purchasing - Invoice matching’s

Invoice matching’s

Match Payment on Receipt Invoices to Purchase Orders or Receipts

In Payables, when you are matching an invoice to a purchasing document, if the Invoice

Match Option in the purchase order Shipments window is Purchase Order, then you

match each invoice distribution to a purchase order distribution. If the Invoice Match

Option is Receipt, then you match each invoice distribution to a purchase order

distribution for the received transaction.

When Payment on Receipt runs, it automatically performs invoice matching to the

purchase order or receipt, depending on which Invoice Match Option was chosen in the

purchase order Shipments window.

Match Approval Level:

Two-Way: Purchase order and invoice quantities must match within tolerance

before the corresponding invoice can be paid.

Three-Way: Purchase order, receipt, and invoice quantities must match within

tolerance before the corresponding invoice can be paid.

Four-Way: Purchase order, receipt, accepted, and invoice quantities must match

within tolerance before the corresponding invoice can be paid.

Invoice Match Option:

The Invoice Match Option defaults from the Supplier Sites window. You can

change the Invoice Match Option on the shipment until you receive against the

shipment.

Note: The Invoice Match Option and the Match Approval Level are

independent options. You can perform whichever Invoice Match

Option you want regardless of the Match Approval Level.