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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 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 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
Line Level DbCapture MDJ Consulting
Routing MDJ Consulting
DbAuthorise Link to PO MDJ Consulting
Purchase Order Link Validation MDJ Consulting
Validation Results MDJ Consulting
Imported Batches in Sage MDJ Consulting
Unposted Invoices MDJ Consulting
New Datel Screen MDJ Consulting
Viewing Invoice Image in PL MDJ Consulting
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
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