Reviewing messages for purchase orders

Use this procedure to review invoice messages for purchase orders and to correct the difference in cost.

Note: For cost messages to be listed, you must select the PO Cost Messaging, Rule Group, and Rule Order fields in the match company that is specified in the invoice.

See the Financials Setup and Administration Guide.

  1. Select Match > Invoices.
  2. Open a match invoice that shows cost discrepancies against the purchase order.
  3. Click the Messages tab and open a message.
  4. On the Main tab, specify this information:
    Purchase Order Unit Cost Correct
    Select Yes if the cost on the purchase order is correct and the invoice cost is wrong. When Yes is selected, the Chargeback on Match check box is displayed.

    Select No if the cost on the purchase order is wrong. When No is selected, the Adjusted Unit Cost field is displayed.

    Reason Code
    Select a reason code to explain the action that is taken on the cost discrepancy. If the Chargeback on Match check box is selected, this field is displayed as Chargeback Reason Code.
    Chargeback on Match
    Select this check box to charge the cost difference back to the supplier after all invoice lines are released and the match is processed. The Chargeback Reference field is displayed.
    Chargeback Reference
    Optionally, specify a reference number to identify and track the chargeback.
    Adjusted Unit Cost
    Specify the adjusted unit cost for the purchase order. The unit of measure of the item is automatically specified.
  5. At the header level, click Forward to forward the message.

    The message is sent to the email address that is specified in the Forward To Authority Code or Forward To Buyer fields.

  6. Optionally, add any comments to the message on the Comments tab.
  7. Click Save and click Release.