The following actions/functions can be used to adjust an invoice that does not match the deliveries, below are a number of typical cases - these are not comprehensive and variations occur depending on which purchasing system is integrated and how the integration is configured.

Invoice is missing item rows.

This may be because the invoice was entered into MediusGo before the deliveries were transferred from the purchasing system.

Possible actions:

• Click on the Load rows from order button, whose function is to retrieve all the delivery rows that exist on the current purchase order.
• Add rows manually via the search function

There are rows from the order linked to other invoices

When this is the case, an information message appears on the invoice

At the current rows, the icon appears , click on it and information about the second invoice appears:

Open the invoice by clicking on the invoice number.

The sum of net coding lines does not match the invoice amount.

The residual amount Coding balance is displayed on both the Coding tab and the Article lines tab - the same amount is meant and the coding can, depending on the purchasing system, be done either by adjusting the amount on article lines, or by creating new coding rows on the invoice.

Examples:

• If matching difference is less than one unit in current currency
  If the matching results in a difference remaining that is less than one unit in the current currency (e.g. less than SEK 1), this can be automatically coded by the system during the matching. For this to work, a coding suggestion must be set up at company level that is of the row type Cash rounding.
• There are surcharges on the invoice that are not on the purchase order in the form of e.g. freight, packaging, pallet fee, etc.
  Surcharges are handled in some purchasing systems by posting as an expense to the freight or packaging account on the invoice, these coding rows must be manually approved. By setting up tolerance levels in the administration tool and creating a coding suggestion with the row type Markup, deviations within certain limits can be automatically posted, e.g. 5% of the invoice amount, but max 50 currency units.
• The unit price on the invoice is not the same as the unit price of the purchase order/delivery
  If the invoice unit price differs from the purchase order unit price but is correct and should be accepted, adjust the line amount on the relevant line (new unit price is calculated automatically when the line amount is adjusted). Perform this check and adjustment on all item lines if necessary.
• The invoice is one of several partial invoices relating to one of the partial deliveries of the order and the matching has identified/retrieved rows from several/all deliveries on the order
  Check the invoice image and compare its specified item rows with the inbound rows retrieved to the invoice by the matching.
  Delete redundant/incorrect rows that do not belong to the current invoice by checking the box to the left of the article rows and selecting Delete from the Select row action drop-down list until the rows on the article lines tab match the invoice image item rows.
• The invoice is a collective invoice for several different purchase orders, of which only one is interpreted and used for the automatic matching.
  Enter the next order number to be matched according to the invoice image on the bottom empty item row. Double-click on the line and the form that appears will list all available deliveries that can be matched on the invoice.