Additional vendor invoice matching logic

A second layer of automatic invoice matching can now be incorporated in Vendor Invoice Center Entry to reduce the number of unmatched invoices that require manual review. This applies to the matching logic that is run when data is received in the Inbound SupplierInvoice BOD or in the EDI810i flat file document.

Currently, automatic matching of vendor invoices to PO receipts in Vendor Invoice Center Entry is based on a three-way match of the product number, quantity received, and cost. For distributors who process a large number of invoices, this can result in many unmatched invoices when there is not a match on part number. If there is no cross reference record set up for the vendor's part number in Product Extended Product Cross Reference Setup, Product UPC Number Setup, or a Vendor Product Number defined for the product in Product Warehouse Product Setup, an exception is created in Vendor Invoice Center Entry that must be corrected manually.

This enhancement adds an additional, optional level to the matching hierarchy. When this feature is activated, the primary, three-way matching logic is applied first. Then a second matching process is run to match invoices on quantity received and cost only.

Changes were also applied to the Purchase Order Headers and Lines grid in Vendor Invoice Center Entry-Invoice Detail to improve the display of the PO line status:

• Invalid PO

  A message is now displayed if the purchase order number is invalid. If you click the Purchase Order hyperlink, the message Purchase Order is invalid. Unable to Launch Hyperlink for this Record. is displayed. You are no longer directed to Purchase Order Inquiry in this case. Also, these lines are now displayed as Exception type records.

• PO Stage

  The PO Stage value is blank if the line shows an exception.