How is Bill to PO Matching reflected in reporting?

How is Bill to PO Matching reflected in reporting?

In the reports, ApprovalMax includes all relevant Bill to PO Matching data and presents the information on which Bills and Purchase Orders were matched.

Users are also able to view the Purchase Order Balance. The PO Balance report shows the remaining amount for each Purchase Order, with the balance being calculated as follows:

Purchase Order amount minus the amount of all open and approved Bills matched to it.


However, this is only the case if you select the "Multiple Bills – One PO" pattern when you’re doing the matching. If you select "One Bill – Multiple POs", the Purchase Order Balance cannot be calculated, and will therefore not be shown in the report.

Learn more how to set up such report.



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