Purch order match icon

Match your incoming invoices to orders

  • 17 Min.
  • Modul
  • 7 Einheiten
  • Document Capture

How do you keep track of which of your orders are filled by incoming invoices from your vendors?

The Order Matching module in Document Capture compares incoming documents such as purchase invoices to your open documents such as purchase orders and receipts. This module also handles matching purchase credit memos against return orders and return shipments. With a range of options for automation, you'll be able to process more invoices faster, and with fewer errors.

Lernziele

By the end of this module, you'll be able to:

  • Match purchase documents manually from the document journal.
  • Set up automatic matching of documents.
  • Handle matching discrepancies and variances, for example in price or item quantity.
  • Use approval flows in combination with order matching.
Start

Voraussetzungen

  • Basic knowledge of how to use and navigate in Business Central
  • Basic understanding of Business Central invoicing and order management

Note: To follow along on your own device, you can create a demo environment from PartnerZone for which a user ID and password are required.


Activate and set up the purchase order matching module
2 Min.
Match purchase documents manually
4 Min.
Set up automatic matching of purchase documents
3 Min.
Set up allowed match variances for templates
2 Min.
Other useful features related to matching
2 Min.
Check your knowledge
2 Min.
Summary
1 Min.