Learn how how to remove the match between a Purchase Order and an Invoice in PurchasePlus.
Purchase Orders are 'matched' to Invoices as part of the Invoice Reconciliation process. It allows our software (or a human reviewer) to ensure that what the Supplier has Invoiced is actually what you Ordered.
Occasionally, you may need to 'unmatch' an Invoice from a Purchase Order, in the event that an Invoice must be re-issued or an incorrect match was made. This article explains the process of unmatching a Purchase Order from an Invoice.
Jump to:
- Prerequisites for Unmatching a Purchase Order from an Invoice
- Guide: Unmatching a Purchase Order from an Invoice
Prerequisites for Unmatching a Purchase Order from an Invoice
There are three prerequisites that must be met before a Purchase Order can be Unmatched from an Invoice:
- The user must be signed into the (New) PurchasePlus platform. This feature is not available in Legacy PurchasePlus.
- The Invoice must be in either the Open or Flagged Status.
- All of the Linked Lines on the Invoice must first be Unlinked. See the Guide below for more details.
Guide: Unmatching a Purchase Order from an Invoice
Step 1: Visit [Invoices] → [View All] and search or browse for the Invoice in question. Click on the Invoice Number to view the Invoice in greater detail:
Step 2: Every Linked Line must be Unlinked. Click [Linked]:
Step 3: Then click [Unlink Line]. Repeat Steps 2 and 3 for every Linked Line:
Step 4: Once all Line Links are removed, click on the [Purchase Order] tab of the Invoice:
Step 5: Click the [More] Menu, and then click [Remove Match]. If the Prerequisites are not met, this action will be unsuccessful.
Step 6: Confirm the action by clicking [Remove Match]:
Please read this article for information regarding matching a New Purchase Order to an Invoice if required.