Hi all,

Hoping someone will be able to help me here.

A few years back, we had a bespoke process/screen created for us in Sage X3, which essentially allows us to import a supplier statement, conduct a matching process between the funds on the statement against remaining values on the relevant open purchase orders and then if a match is achieved, allowing us to automatically generate and post the invoice against the purchase orders.

The process itself works, however it is limited in scope, and is not efficient enough to deal with the size of statements we now receive. Further work/amendments to this bespoke is not possible.

My question is whether there is an OOTB offering within Sage X3 which we can use to post invoices against open purchase orders in mass. Matching funds isn't an issue, as we can deal with that, but the actual posting is the issue. Is it possible we could import the invoices into X3 and have them automatically post against the relevant purchase orders? Maybe via a template?

Just exploring solutions at this point.

Thank you,

Izaak