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Purchase Orders

The system will try and automatically find a Purchase Order from ERP to match to the data from the invoice.

Out of the box the system will filter purchase orders based on the header status with the filter status NOT IN (N, P, T), although this filter can now be configured using the validPOStatus extension config)

The user will be presented with a warning message if a purchase order (or orders) are found by the OCR, but not matched on the correct status:

image showing message Order(s) were found but none at the correct status: ID:13950079 Status: T

If a matching order number was extracted by the OCR but not found at all in ERP then an information message will be displayed:

image showing messages no purchase order found

No PO No Pay​

Note, if your supplier has been flagged as requiring a purchase order via the noPurchaseOrder setting, an error will be shown if no PO is on the invoice.

image showing messages no purchase order found

Order Matching​

Wherever possible the system will match an invoice to a valid purchase order and the purchase order lines.

You will be able to see where lines have been matched in the Line Items section on the document screen.

Purchase Order Information​

To enable you to see purchase order information in the same screen as the invoice, we have implemented the Purchase Order Details section in the document screen which will load up the order line information for the order found on the invoice