Match a purchase order already received with a received document

• 29/09/2023
• 3 minutes to read

User scenario

You have received a document and you want to match it to an existing purchase order with lines that has already been received.

1. Choose the icon, enter Receive, and then choose the related link.
2. On the Receive page, choose the Document List action. The Document Journal page now opens showing the imported documents.
3. Select the received document.
4. On the Document Journal page, choose the Document Card action. The Received e-Document page now opens showing all the details of the document.
5. On the Received e-Document page, choose the Vendor Partner Card action. The Vendor Setup Card page now opens showing you the setup of the vendor.
6. In the Do not receive (Purch. Order) field, verify the checkbox is selected.
7. Choose the OK button.
8. On the Received e-Document page, verify the Transfer Type field is set to Purchase Order.
9. In the Match Order No. field, choose the purchase order number you want to match with.
10. On the Lines FastTab, in the Line No. on Purch. Order choose the line number of the existing purchase order you want to match with.
11. Repeat step 7 for each line on the document.
12. On the Received e-Document page, choose the Register action. A message will appear showing the document has been registered.
13. Choose the OK button.

The match of the purchase order is completed, and the created purchase invoice will hold the information used to update the purchase order without creating delivery lines. Posting of the purchase invoice will update the purchase order.

See Also

Match a purchase order with a received document