Automatically match purchase invoices based on order references via Blue10

With the Date release, new enhancements have been added to the functionalities of the purchase invoicing process. This enables a simple way of order matching. To indicate which purchase invoices and suppliers are suitable for automatic matching, it has become possible to manage this per supplier.

Various matching settings
Different settings allow configuring the automatic matching of purchase invoices:

• Enable/disable automatic matching:
  With this setting, an automatic matching is attempted when importing a purchase invoice via Blue10

• Accepted margin as amount (currency):
  Manages the accepted difference within the margins to match an order in the purchase invoice, if set

• Accepted margin as percentage:
  Manages the accepted difference as a percentage within the margins to match an order in the purchase invoice, if set

• Accepted period for order date:
  This setting manages the allowed period within which orders are searched for matching based on reference

• Enable/disable automatic variance booking:
  With this setting, a purchase invoice is marked as 'settled' if it meets the criteria for margins and periods. Any variances are booked immediately

• Book goods invoices:
  A purchase invoice is matched based on cost items on orders (purchase, production, sales, transport)

Linking with Blue10
Invoices submitted from Blue10 are automatically matched or not based on the supplier's settings. Based on the agreed terms, searches are made for corresponding orders and matched. The identified orders are then listed on the purchase invoice.

When the setting is enabled, a variance booking is made, after which the purchase invoice is immediately settled. To record this properly, a marker is stored with the purchase invoice to indicate that an automatic booking has been made.

Manual matching
It's also possible to manually match orders via a new menu item on the purchase invoice. A proposal will be provided to display the available (to be matched) orders and automatically indicate which orders match.

Questions or more information?
If you have any questions or would like to receive more information, please contact us at info@greencommerce.nl or call +31 174 - 642622.