Invoices with no Order Reference and no PO number

This document describes the process of linking Purchase Orders to Store Invoices with no Order Reference and no PO number

Navigate to the Store Invoice Search screen.

Notice the Purchase Order column. One of the invoice lines does not have a purchase order document number. This means that the invoice has NOT been linked to a purchase order in the system, and should be linked manually. To do so, take the following actions.

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 invoice document does not display any purchase order reference number and Order Reference. However, on the screen there will be displayed a suggested purchase order document number.

Step2.

Notice the suggested purchase order document number displayed on the screen.

Copy this document number and paste it into the Purchase Order Reference field.

Step3.

Click on the suggested purchase order document.

A pop-up will then appear with the suggested purchase order results.

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

Step4.

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

Notice the change in document status to Approved.