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When it does not agree, and the matching you cannot see

When it does not agree, and the matching you cannot see

See how your invoice matched your customer's goods receipts · presentation 4 of 4 · for the outside party — you are not our staff Read the transcript · Back to the series

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See how your invoice matched your customer's goods receipts · presentation 4 of 4

When it does not agree, and the matching you cannot see

You can tell a short delivery from a price difference by the document your customer raised…

Two different problems

Step 1 — Tell the two kinds of disagreement apart

You will stop treating one problem as the other.

What this step names
  1. If your customer believes fewer goods arrived
  2. Wants goods sent back
  3. They raise a purchase return
  4. It is about things

Step 2 — Handle the return screen with care

You will avoid the one trap in this portal.

What you do
  1. Read the posting status on the document before you ship a replacement…

Step 3 — Read the credit note as the settlement

You will know which document is the money.

What this step names
  1. Its line grid carries the item
  2. The quantity and the amount credited
  3. Its own tabs show what has been settled against it and any…

The other matching

Step 4 — Learn what your invoice starts that you never see

You will know a mechanism exists and that it is not yours to watch.

Where this step sits
    flowchart TD
  s1["1. Tell the two kinds of disagreement…"]
  s2["2. Handle the return screen with care"]
  s3["3. Read the credit note as the…"]
  s4["4. Learn what your invoice starts that…"]
  s5["5. Know why that pairing almost never…"]
  s6["6. Send the thing that actually proves…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Know why that pairing almost never happens

You will not treat it as a channel.

What this step names
  1. Four values have to agree exactly
  2. With no tolerance: your tax number
  3. The reference number
  4. The amount
  5. The document date

What to do instead

Step 6 — Send the thing that actually proves it

You will know what your customer really needs from you.

What you do
  1. Send it the way you always have, alongside the invoice…

NarrationSlide 1 of 10

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How your invoice was matched to the goods receipt — transcriptWhen it does not agree, and the matching you cannot see — transcript