Match your incoming invoices to orders
- 24 min.
- Módulo
- 6 Unidades
- 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 handles the matching between incoming documents such as purchase invoices to other documents such as purchase orders and receipts. This module also handles matching purchase credit memos against return orders and return shipments. You'll learn how to automate many of the steps in this process, so you can process more invoices faster, and with fewer errors.
Objetivos de aprendizaje
By the end of this module, you'll be able to:
- Configure automatic matching of documents for different scenarios.
- Use the Invoice Matching page for manually processing document matching.
- Handle matching discrepancies and variances, for example in price or item quantity.
- Set up automation for allowing amount variances, registration of pre-approved invoices, and checking for invoice matching before registration.
Requisitos previos
- Basic knowledge of how to use and navigate in Business Central
- Basic understanding of Business Central invoicing and order management
To follow along on your own device, you can create a demo environment from PartnerZone for which a user ID and password are required. If you are an end-user and do not have a PartnerZone account, please contact your Business Central consultant for help.
Nota
Some of the features covered in this learning module require you to activate the Advanced Capture module and the Order Matching module in Document Capture. You can activate modules from the Continia Solution Management page in Business Central. Read more about the pricing model for Document Capture modules.