Configuring IRIS Invoice Matcher for Suppliers that Provide their Own Purchase Order Numbers V7

An additional step has been added to your organisation's IRIS Financials Purchasing authorisation workflow which allows you to make changes to a purchase order after it has been authorised. This allows you to add the purchase order number provided by the supplier and add in any promotions, delivery costs or deal with price changes. This will improve the chances of IRIS Invoice Matcher finding a match and automatically approve an invoice.

You can create tolerance thresholds so that any changes/price increases to an approved purchase order over the allowed limit will be re-sent for authorisation. Refer to Configuring Tolerance Limits for Amended Purchase Orders V7 for more information.

Additional analysis fields have been added to IRIS Financials which allows you to specify which suppliers will provide their own purchase order number.

To configure a supplier that supplies their own purchase order number:

1. In IRIS Financials select Maintenance > Accounts from the top menu.

2. Double-click on the applicable PURCHASE ledger, then select the applicable supplier.

3. Select the Analysis fields tab, then click EDIT and tick the Supplier Provides PO Number field.

   

4. Click SAVE.