Invoices with an Order Reference and no PO reference

This document describes the process of linking POs to Store Invoices with an Order Reference and no PO reference

Navigate to the Store Invoice Search screen.

Notice the Purchase Order column. One of the invoice lines does not have a purchase order number. This means that the invoice has NOT been linked to a purchase order in the system. To manually link a purchase order to the invoice, take the following steps.

Step1.

Choose the invoice you wish to link to a purchase order by clicking on the edit button under the Actions column for that invoice line.

The chosen Store Invoice document will be displayed on your screen.

Notice that the document displays an Order Reference number, but no purchase order reference number. However, on the screen there will be displayed a suggested purchase order document number.

Step2.

Enter either the Order Reference, or the suggested purchase order document number into the Purchase Order Reference field. For this example, we will use the Order Reference number.

The system will suggest a purchase order for linking to this invoice.

Click on this suggestion

Step3.

A pop-up will then appear with the suggested purchase orders for linking to the invoice.

If you are happy with the matching purchase order result, click Proceed.

Step4.

Notice the Purchase Order Reference field has been populated with the suggested purchase order. To save your purchase order link to the invoice, click the Approve button at the bottom of the screen.

Notice the document status will change to Approved.