Invoice value lower than PO - but no match

[Pjfas]

Hello, 

my invoice values lower than the PO value and i get no green tick match. Even when they balance perfectly their is a problem. How can i amend my setting to stop this? 

[PoojaKumatkar]

Hi @Pjfas ,

May i know your current PO matching rule criteria? On what fields you are doing matching? Example, quantity, Unit Rate, amount etc.

You will only get green tick when PO is 100% matching with Invoice. If your invoice is less than PO then you dont have to worry. Issue is only when your invoice exceeds PO amount. 

As long as your invoice is within PO amount you are good.

Example:

PO Quantity = 5,       

PO Rate = 10,

PO total amount = 50

Invoice Quantity = 5,

Invoice Rate = 10,

Invoice total amount = 50

Since PO = Invoice is 100% matching you will get green tick.

Also, if matching is not happening automatically then you can go to matching summary tab and select PO and Invoice line item and match/unmatch manually.

Let me know if you have any doubt.

If this answers your query, then please mark solution as accepted.