Advanced Matching: Which matching events are stated in the audit trail?
The following matching events are mentioned in the audit trial:
Added matching (who, when, matched requests,
Removed matching (who, when, unmatched requests,
Auto-unmatching (when, unmatched requests, allocated
Purchase Order marked as "Billed" (who, when,
marked Purchase Order)
Purchase Order automatically marked as "Billed" (reason, when)
Purchase Order unmarked as "Billed" (who, when, unmarked Purchase Order)
Purchase Order automatically unmarked as "Billed" (when)
Advanced Matching: What happens if a Bill amount gets reduced?
If a Bill was matched to a Purchase Order and then the Bill amount gets reduced, there will be a short notification “Check your matching allocations“ for Bills created in ApprovalMax. In the audit trail will be noted that the request has been updated ...
Advanced Matching: Advanced settings for Bill-to-PO Matching
Firstly, the Administrator needs to ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, go to the Bill Creation, Review and Approval workflow under Approval Workflows and click on the gear icon: Then, ...
Advanced Matching: Up to which point in the workflow can Bill-to-PO Matching be done?
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 ...
Advanced Matching: How can I enable the new Advanced Bill-to-PO Matching?
This is how you enable the Bill-to-PO matching feature: Go to Workflows and settings > Approval workflows > Bill Creation, Review and Approval workflow: r Click on theicon, scroll down and enable Purchase Order Matching: Now, you will see matching ...
Advanced Matching: How is Bill-to-PO Matching reflected in reporting?
In reports, ApprovalMax includes all relevant Bill-to-PO Matching data and presents the information about which Bills and Purchase Orders were matched. Administrators and Auditors are able to view the balances of Purchase Orders and Bills, the sum of ...