What are the Types of Invoice Messages?

Invoice messaging compares invoice details to purchase order and/or receipt details. There are two types of invoice messages:

  • PO Review messaging

  • Reconciliation Match messaging

PO Review messaging compares invoice details to purchase order details at invoice entry or release. There are two types of PO Review messaging:

  • PO cost messaging occurs when you add an invoice and there is a discrepancy between the invoice line cost and the purchase order line cost that exceeds the PO cost message tolerances (defined on the rule group). PO cost messages may only be created for a cost difference.

    PO cost messaging lets the buyer change the cost recognized at purchase order receipt time. Also, it lets the appropriate department resolve messages (for example, cost differences resolved by buyers and quantity differences resolved by receiving).

    Note: You may want to set cost messaging tolerances to be greater than match tolerances.

  • Service messaging occurs when invoices are matched and there is a discrepancy that exceeds the service tolerances (defined on the rule group). Service messages can be generated from two types of invoices: an invoice associated with a service only purchase order; or an invoice associated with a Vendor Service agreement. If you use service agreements or create purchase orders with only service lines, Lawson recommends using Service messaging.

    In both cases, the Service Only flag on the handling code must be set to Yes for extended or over only, Under for under the cost and quantity only, Over for over the cost and quantity only, or Both for over and under the cost and quantity differences.

Reconciliation Match messaging compares invoice details to PO/receipt details during invoice reconciliation. A message is created during reconciliation when a detail match is attempted and a discrepancy exists outside of predefined tolerances between the invoice details and the PO/receipt details. Reconciliation messages can be created for cost and quantity differences, and allows for a single method for resolving those differences.