Activate and set up the purchase order matching module

Purchase order matching in in Document Capture can be done either manually by you or automatically.

The manual procedure requires no setup at all, whereas automatic matching must be enabled and configured according to the needs and wants of your company.

The purchase order matching module optimizes the process of invoicing your purchase order lines. The default Business Central process requires that you manually invoice specific lines from the Purchase Order page, whereas in Document Capture, order lines can be invoiced directly from the document journal:

• Instead of using Business Central's standard procedure of opening each order and manually selecting the lines that you want to post as invoiced, Document Capture can find those lines for you and create a new invoice with multiple order lines from different orders, all gathered in one invoice.
• The order lines are linked to the invoice created by Document Capture, letting you track directly in the purchase order whether or not the order lines have been invoiced.
• When all lines in an order have been matched and the related invoice has been posted, the order lines will automatically be marked as invoiced, even though you didn't post anything directly from the Purchase Order page.

Activate the Order Matching module

The purchase order matching functionality is available in the Order Matching module.

To activate the module, follow these steps:

1. Select the search icon, enter Continia Solution Management, and then select the related link. The FactBox on the right indicates if the module has been enabled or not.

   

2. Select the Document Capture record.

3. Select Manage > Manage Modules.

4. Follow the guide, and make sure the Order Matching module is activated.

Now, you're ready to match purchase orders.