The current Bill Approver/Reviewer/Requester or an Organisation Administrator/Account Owner can match Bills to approved and not yet closed Purchase Orders with the same Product/Service or Category and Vendor up to the final approval of the Bill.
How to match Bills to Purchase Orders
How to match Bills to Purchase Orders
In the following cases, you can match a Bill to one or more Purchase Orders during Bill creation, editing or review — depending on the workflow setup and approval status.
You are creating a new Bill from scratch
Click on the Link icon in the Matched PO field:
This will open a pop-up with the Purchase Orders available for matching:
2. You are creating a Bill by copying it from a Purchase Order
Matching will be done automatically. Each matched line will be visible in the Bill:
3. You are editing an existing Bill
Click on the Matched PO field in any line:
Who can match Bills to Purchase Orders?
Who can match Bills to Purchase Orders?
The following roles can match Bills to Purchase Orders in ApprovalMax for NetSuite:
The Bill Approver
The Requester of the matched Purchase Order
The Organisation Administrator
When can matching be performed?
When can matching be performed?
Matching can be done either while reviewing a Bill or while creating one, depending on your workflow settings and the current status of the request — provided the Bill-to-PO Matching feature is enabled
Matching is possible until the Bill is approved or the Purchase Order is closed
Only Organisation Administrators can edit matches after Bill approval
Understanding the matching status
Understanding the matching status
A
Link icon indicates that the line has already been matched to a Purchase Order.
You can edit any matched lines by clicking on the Link icon to view the details. To remove a match, simply click on REMOVE next to the matched Purchase Order:A
Link+ icon means the line is not yet matched but there are Purchase Orders available for matching:
Clicking on the Link+ icon will open a pop-up where you’ll see a list of available Purchase Orders and their individual lines. Select the appropriate line, then click on MATCH to apply it to your Bill: