System Setup To Stamp Invoice With PO Matching Details

The following setup option will stamp your invoices with the PO matching details. The three stamps on the invoice includes:

• Open

  

  PO Matches stamp will be placed on the invoice when the PO drawn down matches invoice distribution lines and amount.

• Open

  

  PO Does Not Match will be placed when the invoice distribution lines and amount do not match a PO that has been drawn down.

• No PO will be placed when the invoice does not have a PO for the invoice raised

To turn on this feature on your invoices please follow the steps below.

1. Login as an administrator in Digital Paper Flow

2. Go to the System Defaults and tick the following button shown in red below

Note: if you don’t have a System Administrator, please contact TPH Support and we can enable this for you.

Digital Paper Flow

The PO match is automatic when completing a full PO transfer into an invoice in Digital Paper Flow. However in order for an invoice to be marked as PO Match by transferring a PO from DPF, the entire PO must be drawn down, this means that if only certain lines are transferred from the PO, DPF will no register this transfer as a PO Match.

Eclipse

Now that you have turned on the specific setting to stamp your invoices, the steps below explain how to mark invoices as PO Matches.

1. Once the invoice has been sent to DPF via the OCR email address or within eclipse, locate the invoice in the DPF Draft Batch. The number for this batch will be batch 2.

2. Open the invoice and go to the Digital Approve tab. Select PO Matches. Now go back to the Invoice Details and complete the invoice entry fields as required, then click OK to save your changes.

3. Once the invoice is complete, it is ready to be sent for approval. On the completion of the first approver, approving the invoice the PO Matches stamp will appear on the invoice.

Issue: fix PO doesn’t match stamp:

If the Eclipse PO matches checkbox and the DPF system defaults are set up correctly, add a production is requesting that this is incorrect you can trouble shoot by ‘regenerating’ the invoice. Open the invoice in DPF and select regenerate in the right hand panel menu.