Purchase order and Invoice Matching

Purchasing and Payables enable you to match invoices to purchase order shipments or purchase order distribution lines. There are following three ways to match Purchase Order and Invoices

2-way matching

This verifies that Purchase order and invoice information match within your tolerances as follows and check following:

Invoice price <= Purchase order price Quantity billed <= Quantity Ordered

3-way matching
This verifies that the receipt and invoice information match with the quantity tolerances defined and check following:

Invoice price <= Purchase order price Quantity billed <= Quantity Ordered Quantity billed <= Quantity received

4-way matching
This verifies that acceptance documents and invoice information match within the quantity tolerances defined and check following:

Invoice price <= Purchase order price
Quantity billed <= Quantity Ordered
Quantity billed <= Quantity received
Quantity billed <= Quantity accepted

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5 thoughts on “Purchase order and Invoice Matching

  1. Hi Ahmad,
    I am trying to create a PO using Purchasing Document Open Interface. I am able to create it successfully but the invoice match option in shipments tab for PO lines is being defaulted to ‘R’ instead of ‘P’. This value can not be passed through interface tables since we do not have any column corresponding to it. Is there any way I can pass the value through PDOI. Please suggest!

    Thanks,
    AN

  2. Does anyone have the SQL to be able to tell what receipts used a specific match option. For example… I would like to set up a trigger that fires when a receipt is generated for a PO on a two way match only. Any information is greatly appreciated, I’m not that familiar with this area of the schema. Thanks.

    • To get the receipts on basis of invoice match options we need to write the conditions like ..
      receipt_required_flag=’N’ and inspection_required_flag=’N’ for 2-way
      receipt_required_flag=’Y’ and inspection_required_flag=’N’ for 3-way
      receipt_required_flag=’Y’ and inspection_required_flag=’Y’ for 4-way

  3. We are using a 3 way matching in our company and I have problem that I need to solved. An order was created in April 2011 which is the beginning of our financial year and we have an encumbrances lying there (obligation) . The receipt for this transaction is in March 2011 as part of our accruals. The mistake here occurred when the user forgot to change the GL in the PO but the receipt was back dated to the previous fin year. How am I suppose to rectify this transaction?

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