Match a purchase order with a received document

User scenario

You have received a document and you want to match it to an existing purchase order and register the delivery at the same time.

  1. Choose the Søg efter side eller rapport 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. In the Transfer Type field, verify is set to Purchase Order.
  6. In the Match Order No. field, choose the purchase order number you want to match with.
  7. 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.
  8. Repeat step 7 for each line on the document.
  9. On the Received e-Document page, choose the Register action. A message will appear showing the document has been registered.
  10. Choose the OK button.

The match of the purchase order is completed, and the created purchase invoice will hold the delivery lines used to update the purchase order. Posting of the purchase invoice will update the purchase order.


If the Match Order No. field is left blank, Continia e-Documents Import will automatically create a purchase invoice. An invalid order number in this field will result in a validation error.

See Also

Match a purchase order already received with a received document