Start the 3 Way Match
Navigating to Open Invoices
1. Go to Procurement → Invoices → Open Invoices.
Creating a Match Template
1. On the Open Invoice Management page, click the Create Match Template button in the middle menu bar.
2. This will bring up the Create Invoice Match Criteria pop-up.
Create Invoice Match Criteria Pop-up
1. Enter the Purchase Order (PO) number by typing it in directly or by using the magnifying glass to search for an open PO.
2. The department and supplier will automatically populate once you select the PO.
3. Next, enter the invoice number and update the invoice date if necessary. The Invoice Amount will automatically populate based on the PO, but it can be adjusted by the AP person creating the template.
4. If you need to add additional Freight, Tax, or Discounts, enter the amounts in the corresponding fields on the template.
5. Once you have finished, click the Create Invoice Match Criteria button. A popup message will appear at the top stating “Record saved successfully”.
Invoice Match Job
Once the PO is received, the invoice match job will run within approximately 3 minutes. It will review the pending invoice match templates to find any RVs with the same PO number and automatically create the invoice if a match is found.
Note: If the PO amount and the invoice amount entered in the popup do not match, the invoice will remain open and be listed under the Open Invoices screen.
