If an order invoice has been incorrectly received in New Invoice Review
If an order invoice has ended up in New Invoice Review because the format of the order number is incorrect or the order number is missing and you want to move it to Matching error, do the following:
- Enter/adjust the order number in the invoice header and save the invoice.
- Forward the invoice and select Review against purchase order as destination at the top of the form. A message must be entered about the reason for moving the invoice to the order flow.
- Send the invoice on by clicking on Forward.
When the order invoice is restarted, it undergoes automatic matching and is presented in the Matching error queue.
If cost invoice has been received incorrectly to Matching error
In the same way as above, edit the purchase order number in the invoice header if necessary and resend the invoice, selecting Cost flow on the forward form. A message must be entered about the reason for moving the invoice to the cost flow. Then click on the Forward button.
Forward the invoice to a buyer for investigation/control and decision on adjustment
As a buyer, you can match and work with the article rows, even though the invoice header is locked.
It is possible to configure MediusGo so that a matched invoice in the Matching error queue can be forwarded to the Buyer step and the relevant purchasing manager who can then take over and make detailed assessments / decisions etc. for how an invoice should be matched or adjusted.
For such an invoice - select Forward and the destination Purchaser:
The buyer of the order is preselected as the addressee and click OK to send the invoice to the buyer, it is also possible for the buyer to similarly return an invoice back to Matching error queue.
How to add recipients as eligible Buyers can be found in the article Administration of order matching
Match in the queue Invoice Exceptions Review
It is possible to activate functionality to match invoices in Invoice Exceptions Review
This facilitates the management, as you no longer need to send an invoice back to Matching error in cases where only a simple correction is needed on the article lines. Register a case in our customer portal if you want to know if this is possible to activate for you.