In ApprovalMax, Approvers can manually match incoming Bills to the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process.
To exert even more control, approvals can be restricted. With Bill-to-PO Matching, you can run reports that display a Bill's balance (i.e. Bill amount minus the allocated amount of all approved Purchase Orders matched to it) and the Purchase Order balance (i.e. Purchase Order amount minus the allocated amount of all open and approved Bills matched to it).
This is how you enable and configure Bill-to-PO Matching for NetSuite
Go to the Vendor Bill workflow and click on the Gear icon to open the workflow settings:
Open the Matching tab and adjust the settings as needed:
Decide when a Bill can be approved:
Choose whether to allow unmatched Bills to be approved
Require at least one line or all lines to be matched before approval
When you finished your setup, click on SAVE CHANGES and update the workflow.