In Purchase Order > Maintenance > PO Setup > Set Up PO Options > Others > Matching > Match Invoice to PO

Match Invoices To PO

• Select this check box to allow invoices to be matched to purchase order according to the tolerance codes established in 'Set Up Tolerance Codes'.  Selecting this check box enables the PO Default and Line Item Default files.  Clear this check box if you do not want to match invoices to purchase orders.

Scenario #1

If this box is unchecked.  

Whenever Users do a Process Receipts of Invoice, the 'Matching' task is grayed out.  When they received a Non-Inventory Item for example, since there is no Matching, it will not update the Line Quantities in the PO Line for the 'Invoiced' field.

Scenario #2:

If the box is checked.

Whenever Users do a Process Receipts of Invoice, under the 'Purchase Order' tab, 'Do Not Match' box is enabled.

If Users leave this box unchecked, and clicked on 'Matching' button, it will result to 'Failure' matching.

This is where the 'Soft Override will come to play

Right-click on the Line and select 'Soft Override'

Then Post the Batch, this will update the Line Quantities 'Invoiced' field in the PO Line Tab.

If the box 'Do Not Match' is checked

This will unlink this PO Receiver Line from the PO and it will act as a standalone voucher.  Thus, it will NOT affect or update the PO Line 'Invoiced' field in the LIne Quantities task in the Enter Purchase Order.