Linking POs to Store Invoices via the Build Button

This document describes the process of linking Purchase Orders to Store Invoices via the Build Button

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 a Purchase Order Reference number, an Order Reference, and there are no Purchase Order document number suggestions.

Step2.

Notice the Build button on the far right of the screen.

Clicking this button will prompt the system to build a new purchase order to be linked to this invoice. All relevant purchase order details will be automatically created by the system.

Step3.

Click the Approve button at the bottom of the screen.

Notice the document status has been changed to Approved.

Caution About Using the Build Button

Please note the following when using the Build Button to create new purchase orders for linking to invoices:

Only use the Build Button when there are no existing purchase orders in your system that can be linked to invoices. It is only under these circumstances that you should generate new purchase orders using the Build Button to link to your invoices. Additionally, you may find the Build Button useful if the recommended purchase order documents are not suitable for matching with your unlinked invoices.