Match a supplier's invoice to your delivery orders and goods receipts

For the whole-system operator — you run the books. Level 2 — operate.

By the end you can say what the purchase order, the goods received note with the supplier’s delivery-order number on it, and the supplier’s invoice each prove, draw a receipt into a purchase invoice and check it against the supplier’s paper before FINAL, choose the right document when the two disagree, tell whether your receipts create their own invoices, and run three month-end checks that find what has been received but not billed, billed with no receipt, and ordered but not delivered.

Presentations

1. Three papers, and the person who compares them — about 9 minutes, narrated
2. Pull the receipt onto the invoice, then check it against the paper — about 10 minutes, narrated
3. When the supplier’s paper and your receipt disagree — about 10 minutes, narrated
4. Receipts that bill themselves, and proving the month — about 10 minutes, narrated

Modules this series draws on

• Purchasing Module
• E-Invoice & PEPPOL Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• Purchase Invoice (Internal)
• Stock Availability
• Organization
• AP Automation Applet
• Purchase Debit Note (Internal)
• Purchase GRN (Internal)
• Purchase Order (Internal)
• Purchase Return (Internal)
• Purchase Report
• Supplier Delivery Order Applet
• Goods Received Note Processing
• Purchase Invoice Processing
• Best Practices
• Core Concepts

All presentations · Presentations for the whole-system operator