In this article, we will explain the reasons Invoices can flag.
Reason 1 - Quantity discrepancy between Invoice and Good Received Note
Reason 2 - Unit Price variance between the Purchase Order and Invoice
Reason 3 - Total value variance between Purchase Order and Invoice
Reason 4 - No Purchase Orders
Reason 5 - Unmatched Invoice
Reason 6 - Unlinked item on paperless Invoice
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Reason 1 - Quantity discrepancy between Invoice and Good Received Note
If there is a quantity variance that falls outside the allowable threshold set by your Finance Team, the invoice will flag for further approval.
Note: If the received quantity is zero, it may be that you have forgotten to confirm the receipt of the good in the system (See: Receive Goods against a Purchase Order).
Reason 2 - Unit Price Variance Between Purchase Order and Invoice
If there is a unit price variance that falls outside the allowable threshold set by your Finance Team, the invoice will flag for further approval.
Reason 3 - Total Value Variance Between Purchase Order and Invoice
If there is a total value variance that falls outside the allowable threshold set by your Finance Team, the invoice will flag for further approval. This flagging is normally due to cumulative unit price variances.
Reason 4 - No Purchase Orders
If an Invoice (manual or paperless) does not relate to any PO in Purchase Plus, the invoice will flag for approval.
Reason 5 - Unmatched Invoice
If a paperless Invoice is received into Purchase Plus, and for some reason, cannot auto-match to its associated Purchase Order, you will need to manually match it.
Click on the [Cross-hair] button.
In the 'Search for Purchase Order' search box, type in the number of the PO you want to match the Invoice to, then click on the [Match] button.
If you are sure you want to match the Invoice to the PO, click [OK] , if not, click [Cancel.]
Reason 6 - Unlinked item on paperless Invoice
If a paperless Invoice is received into Purchase Plus, and for one of these reasons, cannot auto-match the products from the Purchase Order to the products on the Invoice, the products will need to be manually matched.
Click [Unlinked] in the body of the Invoice.
From the drop-down, select the appropriate product description, then hit <ENTER> on your keyboard to save.
