Bill-to-PO Matching: How can I match Bills and their initial Purchase Orders?
Bill-to-PO Matching: How can I match Bills and their initial Purchase Orders?
The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has enabled the Bill-to-PO Matching feature. *An Organisation's Administrator has the authority to edit matchings/unmatch Bills even after their approval.
This is how you match a Bill to the corresponding Purchase Order:
Click on the button :
Select which Purchase Orders are to be matched to a Bill and enter the allocated amount. You can only open the respective Purchase Order to see more details by clicking on it if you are an Administrator or have a relation to the Purchase Order (because you are an Approver or Requester):
Allocations which can not be edited are shown as dark-green (allocations to Billed POs) and black (allocations to approved Bills).
Please note: the allocated amount should be a positive value.
When you're ready, click on "SAVE":
All matching information is shown in the Bill and matched PO(s):
If necessary, the Bill Approver can change the matching and edit allocated amounts to fix an error by clicking on the button.
The Bill Approver can also either remove the matching (untick the checkbox) or select a new Purchase Order for matching.
Please note: a match can be changed right until the Bill has been approved / the Purchase Order is marked as "Billed" (the "Billed" status can be revised in ApprovalMax):
Please note: only an Organisation's Administrator has the authority to edit a match after the Bill has been approved:
Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, navigate in the main menu to Approval Workflows under Workflows And Settings: Open the Bill workflow: Here, click on the ...
Yes, this is perfectly possible. The current Bill Approvers and the Organisation's Administrators can easily match Bills to Purchase Orders in our mobile app. Simply click on the "MATCH" button in the Bill: Next, select the Purchase Orders for ...
Purchase Orders (PO) can only be matched to Bills if: PO and Bill have the same Supplier and Currency PO is not marked as "Billed". The billed status can be revised. PO date does not exceed the Bill date (if the "No, do not allow matching Bills with ...
The Bill-to-PO Matching feature is available to: Current Bill Approver Bill Requester The Organisation's Administrator PO Requester if they were added by an Approver during matching procedure
The Bill-to-PO Matching can be done up to the point where: The Bill is approved* The Purchase Order** is marked as "Billed"* Only an Organisation's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...