Occasionally, an Invoice may appear without auto-matching to a Purchase Order. This means the Invoice will remain flagged and the Purchase Order will continue to be accrued for until the two documents are matched together.
Note - You can only match a Purchase Order with an invoice from the same Supplier.
Match an Invoice to a Purchase Order
1. Go to [Documents] [Purchase Orders]. Search for the PO you want to match your Invoice to and click the blue [Crosshair] button.
2. In the pop-up window, search for the Invoice you want to link to your Purchase Order and click the [Link] button.
You have now matched your Invoice to its Purchase Order.
Match a Purchase Order to an Invoice
1. Go to [Documents] [Invoices]. Search for the Invoice you want to match your Purchase Order to and click the blue [Crosshair] button.
2. In the Invoice screen, search for the Purchase Order you want to match to your Invoice, then click the blue [Match] button.
You have now matched your Purchase Order to an Invoice. As of November 2020, this will only display open Purchase Orders.
Note - Once two documents have been matched, it cannot be reversed.
If you have incorrectly linked two documents, you will need to delete the Invoice and re-enter it or have it resent into Purchase Plus to match it to the correct Purchase Order.