The ability to match an invoice to a purchase order is available for all customers using both the invoice and purchase order module.
Invoice matched to single purchase order (Match on the invoice header level)
PRE - REQUISITES
You are using both the purchase order and invoice modules.
The purchase order needs to be approved before it can be matched to an invoice.
HOW IT WORKS
INVOICE MATCHED TO SINGLE PURCHASE ORDER
STEP 1: Open the details of the invoice
You can open the details of an invoice by double clicking on the invoice line or clicking on the view details icon.
STEP 2: Select the purchase order number on the invoice header
You can select the purchase order number from the dropdown.
Please note only approved / committed purchase orders appear in the dropdown.
In order to remove the match, click on the 'x'
STEP 3: Adopt purchase order coding
Click on the 'PO Adoption' button
All the purchase order line items appear in the PO Adoption display
Click on the '+' sign to select the purchase orders lines you want to adopt on the invoice. If you select the '+' sign against the total, then all the lines will be selected for adoption and you will not have to select them individually.
Once the lines are added click on 'Adopt Lines'
After clicking on the 'Adopt Lines', the purchase order lines details get adopted on the invoice line item table.
If you want to remove the purchase order match simply click on the 'x' next to the purchase order number in the invoice header.