The No PO match status

You'll see the matching status No PO match against an invoice if iCompleat can't find an order that matches any of the criteria selected for matching in Company management. This could be because the supplier has accidentally added the wrong PO number to the invoice, or because they've simply issued the invoice in error.

There are two ways you can deal with an invoice that has the matching status No PO match.

• Find a PO in the system to match to the invoice.
• Sort out the issue externally with your supplier and, if necessary, delete the invoice.

You need invoice matching enabled in iCompleat to resolve this matching status. Go to Enable invoice matching for more information.

Find a PO

If an invoice has the matching status No PO match but there's an order in iCompleat that it can be fully matched to, you can manually perform a match by searching for the order.

Follow the steps below to find an order and match it to the invoice.

Step 1

On the homepage, select Manage invoices.

Step 2

Go to the tray where the invoice is.

Hover over the invoice in the PO match column, and then select Find a PO.

Step 3

Select the correct supplier from the drop-down.

Step 4

A list of orders appears.

Select the correct order from the list.

Select the black arrow to the left of an order to view its line details.

If you have receipting switched on for the supplier, you'll only see fully receipted orders available to match.

Step 5

Select Match.

Step 6

Select Match to confirm.

Step 7

The invoice is now fully matched to the order, and the matching status of both the invoice and the order is now Matched.

Resolve the issue with supplier, and delete the invoice if necessary

A No PO match status could occur because a supplier has sent an invoice in error. In which case, you might want to contact your supplier to resolve the issue, and then perhaps delete the invoice in iCompleat so it doesn't get processed by mistake.

You can only delete an invoice from the Unprocessed tray. However, provided an invoice has not yet been approved, you have the option to recall it back to the Unprocessed tray so you can delete it. Go to Recall an invoice submitted in error to see how.

Follow the steps below to delete an invoice from iCompleat.

Step 1

On the homepage, select Manage invoices.

Step 2

The Unprocessed tray appears.

Select the invoice you want to delete.

Step 3

The invoice summary appears.

In the bottom-right, select Edit.

Step 4

In the bottom-right, select Delete.

Step 5

Enter your reason for deleting the invoice, and then select Delete.

Step 6

The Unprocessed tray appears again.

The invoice is now in the Deleted tray.