Advanced settings for Bill to PO Matching

Advanced settings for Bill to PO Matching

Firstly, the Administrator needs to make sure that ‘PO Matching’ feature is enabled in the Bill approval workflow settings. To do so they need to go to Bill review and approval workflow under "Approval workflows" and click on the gear menu. Here is how it looks like:


Can a Bill be approved if it has not been matched with a Purchase Order?
The first setting provides an option to allow the approval of Bills which have not been matched with their corresponding Purchase Order(s). This option is based on a specific amount, which can be set by the Administrator. The amount limit will determine whether a Bill can only be approved after having been matched to its corresponding Purchases Order(s).

Can a Bill be approved if the total amount of all matched Bills exceeds the total amount of the matched Purchase Orders?
The second setting regulates whether or not Bills can be approved even if the Bill amount exceeds the amount of the initial Purchase Order(s). The Administrator can set the amount limit for Bills so that they can exceed the Purchase Order(s) by a certain amount and still be approved.

Can a Bill be matched with a Purchase Order that is dated after the Bill?
The third setting regulates whether or not Bills can be matched to Purchase Order(s) that were issued later than the corresponding Bill.