PO Matching - Invoices#
Create a purchase order in LN#
Open LN and go to "Purchase Order Intake Workbench".
Select Purchase Orders.
Add a new one by choosing the + symbol.
Now you can create the document as well as the corresponding table and its values.
First add the Business Partner via the search function (the magnifying glas), clicking out of the marked field will fill the rest of them with the stored data.
For the next step you will add the order lines. You need to add each line manually and then you need to input the Item and Order Quantity – the rest will be filled automatically.
Once that is completed, save the purchase order. You must Approve said purchase order so that the settings are relayed to the system.
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Upload the Invoice in DOC2#
The symbol under MATCHED indicates the current matching status – green for matched and red for unmatched. Ideally it is already green.
Open the document and validate the extracted fields.
After validating all extracted fields open matching overview by clicking on PO MATCHING
You can also go directly from the Dashboard to the matching overview by following these steps below
The symbol under MATCHED indicates the current matching status – green for matched and red for unmatched. Ideally this would already be green.
Case 1: Matched#
Access the matching overview by clicking on the matching symbol on the Dashboard.
In this case, the quantity of items ordered matches the quantity on the invoice. This means they match, and thus the document can be validated and exported.
The invoice is busy exporting.
The invoice was exported successfully.
Case 2: Not matched#
Access the matching overview by clicking on the matching symbol on the Dashboard.
Here you can see that the quantity of the ordered item does not match the quantity on the invoice.
The matches can now be corrected:
The “x” would delete the match on the invoice.
A new match from the purchase order can be added to the invoice by dragging and dropping the appropriate data row(s).
You need to confirm the mismatched properties.
Save to apply all changes.
Once everything is correct the document can be validated and exported.
The invoice is busy exporting.
The invoice was exported successfully.
Since it is not possible to compare the quantity of the order and the invoice in LN, you have to compare it to the delivery bill. You can find out how this works here.
Check the receipt of the invoice in LN#
To see if the process was successful, you can check in LN by choosing “Process Payables Workbench”.
Search by invoice number in the corresponding field.
If you click on this icon, the following overview will open, in which you will see the order and the assigned invoice.
