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Matching Purchase Invoices to Purchase Orders

Matching Purchase Invoices to Purchase Orders. Sage and Version One working together. MDJ Consulting. Project Objectives. Managing spend Workflow Standardised PO Query resolution. MDJ Consulting. Workflow. Invoice scanned via DbCapture line level.

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Matching Purchase Invoices to Purchase Orders

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  1. Matching Purchase Invoices to Purchase Orders Sage and Version One working together MDJ Consulting

  2. Project Objectives • Managing spend • Workflow • Standardised PO • Query resolution MDJ Consulting

  3. Workflow Invoice scanned via DbCapture line level Invoice held for query resolution with supplier Exported to DbAuthorise Match invoice to purchase order Import in to Sage as GOOD or BAD invoice GOOD invoices posted in Sage Bad invoices send to buyer for query resolution VAT issues resolved by PL dept Issues resolved imported to Sage as GOOD invoice MDJ Consulting

  4. Line Level DbCapture MDJ Consulting

  5. Routing MDJ Consulting

  6. DbAuthorise Link to PO MDJ Consulting

  7. Purchase Order Link Validation MDJ Consulting

  8. Validation Results MDJ Consulting

  9. Imported Batches in Sage MDJ Consulting

  10. Unposted Invoices MDJ Consulting

  11. New Datel Screen MDJ Consulting

  12. Viewing Invoice Image in PL MDJ Consulting

  13. Summary Combining software from Sage, Version One and Datel to provide an integrated system for processing purchase order purchase invoices in a structured and efficient way. Any Questions? Contact Details MDJ Consulting Tel: 07785 575169 Email: michelle@mdjconsulting.co.uk Version One Tel: 01625 856500 Email: marketing@versionone.co.uk MDJ Consulting

  14. Error Reason Codes • 1 PO not authorised • 2 PO is complete • 3 Line complete • 4 Line not receipted • 5 Invoice quantity is greater than receipted • 6 Invoice line value is not within tolerance • 7 Invoice price is not within tolerance • 8 Line not on PO MDJ Consulting

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