Selecting invoice for matching

This page allows you to search and select an invoice for matching. If you know the number identifying the invoice you can enter it directly. Otherwise, you can carry out a search by specifying a range of invoices and the dates during which the invoices that you want to match have been created. You can also search by specifying the name of the supplier and the number identifying the invoice that was issued by the supplier. You can also search by specifying the login ID of the user who created the invoice. The system retrieves all the invoices that are in the “Auto Match Failed” or “Force Match Failed” status based on the search criteria entered.

Select the “Match Invoice” link under the “Supplier Order Based Invoice” business component.

The “Select Invoice” page appears.

Enter the following field if you are aware of the invoice that you want to match:

Invoice #	The number identifying the invoice that you want to match (Alphanumeric, 18).
Invoice Category	Use the drop-down list box to specify the category to which the invoice that you want to match belongs. The system lists the following values if “Order Based Invoice” is selected as the “Invoice Type” Purchase Order - Select this option if you want to retrieve invoices belonging to purchase order category. Repair Order - Select this option if you want to retrieve invoices belonging to repair order category. Exchange PO - Select this option if you want to retrieve invoices belonging to exchange PO category. Loan Order - Select this option if you want to retrieve invoices belonging to loan order category. PBH PO - Select this option if you want to retrieve invoices belonging to the PBH purchase order category. PBH Exchange PO - Select this option if you want to retrieve invoices belonging to the PBH Exchange purchase order category. The system leaves this field blank if “Delivery Charges Invoice” is selected as the “Invoice Type”.
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the posting is to be made for the invoice that you want to retrieve. All the finance books that have been defined for the business unit to which the login organization unit has been mapped will be available for selection in the ascending order if postings can be made in multiple finance books. If postings must be made in a single finance book, the book that has been set as default will be displayed.
Supplier Invoice #	The number identifying the invoice that has been issued by the supplier (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the supplier invoice numbers that are similar to the number entered in this field.

Select the “Match Invoice” link provided alongside to match the invoice.

Enter the following fields to search for the invoice that you want to match. Data-entry in the following fields is optional.

Invoice Category	Use the drop-down list box to specify the category to which the invoice that you want to match belongs. The system lists the following values if “Order Based Invoice” is selected as the “Invoice Type” Purchase Order - Select this option if you want to retrieve invoices belonging to purchase order category. Repair Order - Select this option if you want to retrieve invoices belonging to repair order category. Exchange PO - Select this option if you want to retrieve invoices belonging to exchange PO category. Loan Order - Select this option if you want to retrieve invoices belonging to loan order category. The system leaves this field blank if “Delivery Charges Invoice” is selected as the “Invoice Type”.
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the posting is to be made for the invoice that you want to retrieve. All the finance books that have been defined for the business unit to which the login organization unit has been mapped will be available for selection in the ascending order if postings can be made in multiple finance books. If postings must be made in a single finance book, the book that has been set as default will be displayed.
Supplier Invoice #	The number identifying the invoice that has been issued by the supplier (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the supplier invoice numbers that are similar to the number entered in this field.
Supplier # From	The starting code in the range of supplier codes on whom the invoices that you want to retrieve have been created (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the supplier codes that are similar to the value entered in this field.

Note: The code entered in this field must be before or the same as the code entered in the “To” field.

To	The ending code in the range of supplier codes on whom the invoices that you want to retrieve have been created (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the supplier codes that are similar to the value entered in this field.
SupplierName	The name of the supplier who has issued the invoice (Alphanumeric, 60).
Order From	The starting number in the range of order numbers based on which the invoice that you want to retrieve has been created (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoices that have been created for orders that are similar to the number entered in this field.

Note: The number entered in this field must be before or the same as the number entered in the “To” field.

To	The ending number in the range of order numbers based on which the invoice that you want to retrieve has been created (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoices that have been created for orders that are similar to the number entered in this field.
Created by	The login ID of the user who created the invoice for which you want to view details (Alphanumeric, 15).
Total Invoice Amount From	The starting amount in the range of invoice amounts for which the invoices that you want to retrieve has been created (Decimal).

Note: The amount entered in this field must be lesser than or equal to the amount entered in the “To” field.

To	The ending amount in the range of invoice amounts for which the invoices that you want to retrieve has been created (Decimal).
Payment Priority	Use the drop-down list box to set the priority to be accorded to the invoice that you want to retrieve. You can select from “High”, “Medium”, “Low” or “All”. The system displays “All” by default on launch of the page.
Invoice # From	The starting number in the range of invoice numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the invoice numbers that are similar to the value entered in this field.

Note: The number entered in this field must be before or the same as the number entered in the “To” field.

To	The ending number in the range of invoice numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the order numbers that are similar to the value entered in this field.
Currency	Use the drop-down list box to select the code identifying the currency in which the invoice that you want to retrieve has been created. All the currencies that have been assigned as permitted currencies for the login company will be available for selection in the ascending order. The system displays the base currency of the company by default on launch of the page.
Invoice Date From	The starting date in the date range during which the invoice that you want to retrieve has been created (Alphanumeric, 18).

Note: The date entered in this field must be before or the same as the date entered in the “To” field.

To	The ending date in the date range during which the invoice that you want to retrieve has been created (Alphanumeric, 18).

Click the “Search” pushbutton to retrieve the search results.

The system displays the following in the “Search Results” multiline based on the search criteria entered:

Note: The system retrieves all the invoices that are in the “Auto Match Failed” or “Force Match Failed” status.

Invoice #	The number identifying the invoice.
	Data Hyperlink available
Invoice Date	The date on which the invoice was created.
Currency	The code identifying the currency in which the invoice has been created.
Total Invoice Amount	The total amount invoiced.
Total Proposed Amount	The total amount proposed for invoicing.
PO #	The number identifying the order based on which the invoice has been created.
Supplier #	The code identifying the supplier.
Supplier Name	The name of the supplier.
Supplier Invoice No	The number identifying the invoice issued by the supplier.
Finance Book	The code identifying the finance book in which the invoice details have been posted.
Payment Priority	Indicates the priority that has been accorded to the payment of the invoice. It could be “High”, “Medium” or “Low”.

Check the box in the “Select” column of the multiline to mark an invoice for matching