Hi @jasinka ,
As per my understanding you are asking whether one invoice having multiple PO number can be matched with respective PO's?
If my understanding about your query is correct then then answer is yes, it is possible.
For that below configuration changes are required to be done.
Role Required - Invoice Configuration Administrator (unrestricted)
Navigation:
Home >> under Administration (Invoice) >> Form and Fields >> select Payment Request Line Item Details form from drop down list >> Open respective line item form and add Purchase Order Number field as shown below:
Testing:
1. Create PO invoice. Enter valid PO number on Invoice header form.
2. Go to Actions >> Enable Line Level PO
Note - Once you enable line level PO, Purchase Order Number field will get added in line item form where you can enter more than one PO number. please note that here each line will be associated with different purchase order. Refer below screenshot.
3. Once you enable line level PO and update PO number on each line, you can see those PO's in Purchase Order tab as show below. Also tab name will reflect as Purchase Order (Multiple). Here you can select the respective Purchase Order Number from the View Drop down list to view the respective purchase order information.
4. Here, based on your selected PO number, respective PO line items will be displayed under Matching summary tab where you can do the invoice vs PO line matching. If you want to do matching for another PO then you have to again come to Purchase Order (multiple) tab , select another PO and then go to matching summary tab and do the invoice line item matching against another PO. Repete this step for all PO's until you are done with matching.
5. To disable the line item PO, you can again go back to Invoice tab >> Actions >> Disable Line Level PO to disable line level Purchase Order field.
Note - By default PO number field will be available on invoice header only. In case if you want to enable line level PO field then that has to be done manually every time.
If this answers your query, then please mark solution as accepted.
Hi @jasinka ,
As per my understanding you are asking whether one invoice having multiple PO number can be matched with respective PO's?
If my understanding about your query is correct then then answer is yes, it is possible.
For that below configuration changes are required to be done.
Role Required - Invoice Configuration Administrator (unrestricted)
Navigation:
Home >> under Administration (Invoice) >> Form and Fields >> select Payment Request Line Item Details form from drop down list >> Open respective line item form and add Purchase Order Number field as shown below:
Testing:
1. Create PO invoice. Enter valid PO number on Invoice header form.
2. Go to Actions >> Enable Line Level PO
Note - Once you enable line level PO, Purchase Order Number field will get added in line item form where you can enter more than one PO number. please note that here each line will be associated with different purchase order. Refer below screenshot.
3. Once you enable line level PO and update PO number on each line, you can see those PO's in Purchase Order tab as show below. Also tab name will reflect as Purchase Order (Multiple). Here you can select the respective Purchase Order Number from the View Drop down list to view the respective purchase order information.
4. Here, based on your selected PO number, respective PO line items will be displayed under Matching summary tab where you can do the invoice vs PO line matching. If you want to do matching for another PO then you have to again come to Purchase Order (multiple) tab , select another PO and then go to matching summary tab and do the invoice line item matching against another PO. Repete this step for all PO's until you are done with matching.
5. To disable the line item PO, you can again go back to Invoice tab >> Actions >> Disable Line Level PO to disable line level Purchase Order field.
Note - By default PO number field will be available on invoice header only. In case if you want to enable line level PO field then that has to be done manually every time.
If this answers your query, then please mark solution as accepted.
