Three-Way Match Checker
Checks each supplier invoice against the purchase order and the goods you received, before you pay it. Paste your purchase orders, your goods receipts and your supplier invoices: every invoice line is matched to its order line and to the receipts, in whole cents.
What installing it brings
- 1 workflow23 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Checks each supplier invoice against the purchase order and the goods you received, before you pay it. Paste your purchase orders, your goods receipts and your supplier invoices: every invoice line is matched to its order line and to the receipts, in whole cents. A price above the order, more units than ordered (counted across all the invoices of the same order, including those already on your board), a line that is not on the order, an unknown order or another supplier put the invoice on Hold; goods billed but not received yet put it on Waiting for goods; the rest is Matched. You see, for each invoice, the amount that agrees and the amount held. Each invoice is a card on your Match board (Hold, Waiting for goods, Matched, Cleared, Sent back), with a short plain note for every exception written by an AI step and its figures checked by code. Settings: price tolerance, quantity tolerance, skus paid on the order alone, currency, language of the notes, invoices per run, preview only. No account is needed. Nothing is paid, approved or posted. Reading your accounting tool comes later: no accounting catalog reads goods receipts today, so the three lists are pasted.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 23 steps, 1 screen.
Published by
livecontext
@livecontext