For both standard and initial invoices, you can begin the matching process through the Invoice Create screen by selecting the appropriate PO numbers in the PO Numbers grid, and then clicking the Matching button to launch Receiver Matching Create. This flow links the invoice directly to the selected PO receipts, and displays the receivers immediately in the matching grid of Receiver Matching Create when you click the Apply button.

You can alternatively select Receiver Matching Create, and select invoices and PO receipts separately. The invoice and receiver must be of the same currency. Use this option for either single or multiple purchase orders from all suppliers. The main reason for starting the matching from Receiver Matching Create, rather that from the supplier invoice, is for segregation of duties purposes. However, you could also use this option for random or monthly matching cycles. See Starting Receiver Matching.

You must have security permissions for both invoice creation and for matching to complete the process in one session. Depending on your security needs, you can assign these activities to separate roles to ensure that creating the invoice and matching it are not completed by the same user.