Reporting on Invoice and Purchase Order Matching

[kblahowicz]

While I can run a report that tells me the PO that an Invoice is associated with, I have been unsuccessful in getting Reporting that tells me the specific PO line item that has been matched with a particular Invoice line item.   I have tried starting on the Invoice side and then pulling in specifics about the PO, and also started on the PO data side to pull in invoice data, but it requires joins.  Just over a year ago, I tried working with Concur's reporting experts on this and after about 8 months of back and forth, they told me they couldn't do it.  I'm just raising this again, in case anyone else has this issue or need or if there have been any developments since I last looked into this. 

And for background on this need:  This would be an INCREDIBLE time saver in our monthly open PO accrual; while I have a report that tells me exactly what line items have been received on open POs, I have to run other reports and do manual Invoice lookups to determine exactly which of those line items are invoiced or not so that I may accrue the received, but not invoiced line items.   The data exists (just look at any Invoice's Matching Summary tab); all I want to do is be able to report on it!

Btw, the standard reports:  Purchase Orders and Associated Payment Requests and  PO Matching Exceptions are not useful for this need. 

[MelanieT]

@kblahowicz Hi!  I have reached out to our Reporting team to see if this is something that can be done now.  I will update here once I hear back from them. 

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[AAnderson92]

Hey @MelanieT 
Wondering if this is something you have managed to find. Working on a similar request for our company currently and stuck on trying to pull Purchase Order Allocation amounts into reports accurately.

[MelanieT]

@AAnderson92  I have not heard anything back, I have followed up with them.  Hoping I heard back today.

[MelanieT]

@AAnderson92 @kblahowicz  Hello!  Thanks for being so patient.  I was able to get confirmation that this is still not something that can be created unfortunately. 

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[kblahowicz]

thank you for the follow-up @MelanieT .  Very frustrating that I can literally see this information on my screen but it's not reportable 😞  I'm also surprised that this isn't regularly asked by other Purchase customers.....well, I'll keep raising this every so often with my account manager, and will look into submitting another recommendation for this update.