Detail analysis

Use this screen to view information about invoices and other supporting documents for the match process.

  1. Sign in as Match Specialist and select Analysis > Detail Analysis.
  2. On the All Transactions tab, select an invoice. There are four sections: Invoice, Invoice Details, Purchase Order and Receipt.
    The data in these sections changes to reflect the details of the selected invoice. Use the filters narrow the invoice list to make it easier to select the invoice to analyze.
  3. On the Analysis Details tab, the Invoice Details and Receipt Details are displayed. The line level detail from the invoice and receipt that match are displayed.
  4. On the Summarization tab, the work areas are Vendor Invoices and Purchase Orders, Invoices, Purchase Orders, and Receipts. The information in this tab is driven by the user selection in the Vendor Invoices And Purchase Orders sections.