Matching the Purchase Order, Receipt, and Invoice
Matching the Purchase Order, Material Receipt, and AP Invoice is a required process where product items are stocked and accurate information is required in terms of Quantities Ordered versus Delivered versus Invoiced, as well as for Product Costing Calculations and accounting. Because the Purchase Order is the control document, this is where the control of the respective statuses is displayed.
It is highly recommended that documents are matched automatically during processing by using the create from and generate process buttons in the Material Receipt and AP Invoice header documents.
Note
The matching tabs are displayed by selecting the Advanced Tabs checkbox in the Preferences window:
On the bottom of the invoice (vendor) window, the matching tabs, from where applicable documents can be followed through, are displayed:
After a document has been matched, a matching transaction is created. This can be found through the Matched Invoices window...
