Matching the original purchase order
To match the invoice with the original purchase order:
- Click Transactions (tfgld1101m000) session to create a new batch.. in the
- Click Transaction Types tab and select API transaction type in theTransaction Type field (with a Transaction Category set to Purchase Invoices and Transaction Subcategory set to Invoice). on the
- Click Purchase Invoice Entry (tfacp2600m000) session is displayed. for the API transaction type. The
- Select Invoice Related to Purchase Orders in the Invoice Type field.
- Select the purchase order in the Order field of the Order section on the Invoice Data tab and press Tab. The data related to the purchase order is updated on the invoice header.
- Specify the total amount of the document (including the taxes) in the Amount field of the Amounts section and click .
- Select Match Purchase Receipt Lines (tfacp2544m000) session is displayed. . The
- Select the receipt of the original purchase order and click Match Selected Receipts.
- Verify that the Invoice Status is updated to Matched and the Amount Unassigned is updated in the Purchase Invoice Entry (tfacp2600m000) session.
- Specify the ledger account of the taxes amount, and the order amount on the Additional Costs tab to balance the remaining unassigned amount.
- Verify that the Amount Unassigned is updated to 0.00 in the Miscellaneous section of the invoice header and click to approve the invoice.