Difference between revisions of "Matching PO-Receipt-Invoice"
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==Auto Matching== | ==Auto Matching== | ||
− | + | * Using button "'''Create lines from'''", can auto matching material receipt lines with purchase order lines. | |
− | * Using button "Create lines from", can auto matching material receipt lines with purchase order lines. | + | * In this case, we are using '''Window''': ''Material Receipt''. '''Tab''': ''Material Receipt''. |
+ | * The method is the same for '''Window''': ''Invoice (Vendor)''. | ||
+ | |||
+ | |||
* Step 1. Open Window: Material Receipt. Tab: Material Receipt | * Step 1. Open Window: Material Receipt. Tab: Material Receipt | ||
+ | |||
+ | |||
* Step 2. Click button "Create lines from" | * Step 2. Click button "Create lines from" | ||
[[Image:Material_Receipt_Create_lines_from_01.png]] | [[Image:Material_Receipt_Create_lines_from_01.png]] | ||
+ | |||
+ | |||
* Step 3. Choose Purchase Order and select PO Lines, and then confirm. | * Step 3. Choose Purchase Order and select PO Lines, and then confirm. | ||
[[Image:Material_Receipt_Create_lines_from_02.png]] | [[Image:Material_Receipt_Create_lines_from_02.png]] | ||
+ | |||
+ | |||
* Step 4. You can see matched Purchase Order here. | * Step 4. You can see matched Purchase Order here. | ||
[[Image:Material_Receipt_Create_lines_from_03.png]] | [[Image:Material_Receipt_Create_lines_from_03.png]] | ||
+ | |||
+ | |||
* Step 5. Complete the document. | * Step 5. Complete the document. | ||
[[Image:Material_Receipt_Create_lines_from_04.png]] | [[Image:Material_Receipt_Create_lines_from_04.png]] | ||
+ | |||
+ | |||
* Step 6. Select Receipt Line and then go to Tab Matched POs, you can see matched Purchase Order Line. | * Step 6. Select Receipt Line and then go to Tab Matched POs, you can see matched Purchase Order Line. | ||
[[Image:Material_Receipt_Create_lines_from_05.png]] | [[Image:Material_Receipt_Create_lines_from_05.png]] | ||
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==Manual Matching== | ==Manual Matching== | ||
* Window: Matching PO-Receipt-Invoice | * Window: Matching PO-Receipt-Invoice | ||
− | * Attention: The Purchase Order / Material Receipt / Invoice have to be PROCESSED before matching. | + | * Attention: |
+ | *# The Purchase Order / Material Receipt / Invoice have to be PROCESSED before matching. | ||
[[Image:Matching_PO-Receipt-Invoice_01_match.png]] | [[Image:Matching_PO-Receipt-Invoice_01_match.png]] | ||
+ | *# If you want to match partial shipment, make sure that "Same Quantity" is not selected. | ||
− | =How to | + | =How to delete matched records= |
+ | * There 3 windows you can delete matched records. | ||
+ | ==Matching PO-Receipt-Invoice== | ||
* Window: Matching PO-Receipt-Invoice | * Window: Matching PO-Receipt-Invoice | ||
[[Image:Matching_PO-Receipt-Invoice_02_unmatch.png]] | [[Image:Matching_PO-Receipt-Invoice_02_unmatch.png]] | ||
+ | |||
+ | ==Matched Invoices== | ||
+ | * Window: Matched Invoices | ||
+ | [[Image:Matched_Invoices.png]] | ||
+ | |||
+ | ==Matched Purchase Order== | ||
+ | * Window: Matched Purchase Order | ||
+ | [[Image:Matched_Purchase_Order.png]] | ||
=Related Windows= | =Related Windows= | ||
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=Links= | =Links= | ||
+ | * [[ManPageX MatchingPO-Receipt-Invoice]] | ||
+ | * [[Purchase_Processes]] | ||
+ | |||
+ | [[Category:User documentation]] | ||
+ | [[Category:Training]] |
Latest revision as of 20:09, 24 January 2011
Matching PO-Receipt-Invoice
Contents
How to match
Auto Matching
- Using button "Create lines from", can auto matching material receipt lines with purchase order lines.
- In this case, we are using Window: Material Receipt. Tab: Material Receipt.
- The method is the same for Window: Invoice (Vendor).
- Step 1. Open Window: Material Receipt. Tab: Material Receipt
- Step 2. Click button "Create lines from"
- Step 3. Choose Purchase Order and select PO Lines, and then confirm.
- Step 4. You can see matched Purchase Order here.
- Step 5. Complete the document.
- Step 6. Select Receipt Line and then go to Tab Matched POs, you can see matched Purchase Order Line.
Manual Matching
- Window: Matching PO-Receipt-Invoice
- Attention:
- The Purchase Order / Material Receipt / Invoice have to be PROCESSED before matching.
- If you want to match partial shipment, make sure that "Same Quantity" is not selected.
How to delete matched records
- There 3 windows you can delete matched records.
Matching PO-Receipt-Invoice
- Window: Matching PO-Receipt-Invoice
Matched Invoices
- Window: Matched Invoices
Matched Purchase Order
- Window: Matched Purchase Order
Related Windows
- Purchase Order
- Material Receipt
- Matching PO-Receipt-Invoice
- Matched Purchase Orders
- Matched Invoices