| # To match purchase invoices manually You can match purchase invoices immediately when you register them, or you can register the purchase invoices when they arrive and match and approve them at a later stage. To match purchase invoices at registration To match purchase invoices immediately at registration, take the following steps: In the Purchase Invoices (tfacp1110s000) session, on the Specific menu, point to Match with and then click Receipt, Order, or for an invoice related to freight orders, click Freight Order. The corresponding session starts, which is one of the following: Match Purchase Receipt Lines (tfacp2544m000) Match Purchase Order Lines (tfacp2541m000) Match with Loads/Shipments/Clusters (tfacp2546m000) Use the commands on the Specific menu to perform various types of matching in the corresponding sessions. Depending on the type of matching and the type of invoice, you can match the invoice with specific lines and enter the amount or quantity to be matched, in one of the following sessions: Match Invoice to Order Line (tfacp2150s000) Match Invoice to Purchase Receipt Line (tfacp2151s000) Match with Loads/Shipments/Clusters (tfacp2546m000) You match parts of the invoice amount using different commands. However, you must match an Invoice Related to Purchase Orders either to orders or to receipts. You cannot partially match the invoice to orders and partially to receipts. When you have matched or partially matched the invoice, ERP LN adjusts the amounts recorded in the Purchase Invoices (tfacp1110s000) session and sets the invoice status to Matched. If the value of the Amount Unassigned field is zero or within the tolerances, the invoice is fully matched. If the invoice is fully matched, you can approve the invoice. Refer to To match purchase invoices To match individual registered purchase invoices To match and approve Registered invoices at a later stage, complete the following steps: Start the Match/Approve Purchase Invoices (tfacp2507m000) session and double-click the invoice you want to match. The Match/Approve Purchase Invoices (tfacp2107s000) details session starts. In the Match/Approve Purchase Invoices (tfacp2107s000) session, you can enter or change such invoice details as the hold reason and the related order. On the Specific menu, click one of the following commands: Match Order Match Receipt Match Freight Orders The corresponding session starts in the same way as described in Step one of the To match purchase invoices at registration procedure. Continue as described in Step two of To match purchase invoices at registration. Related topics To process purchase invoices To match and approve purchase invoices |