Receiving a Purchase Invoice

Purchase invoices are retrieved into the worksheet as soon as they are received from the document exchange provider.

1. Purchase Invoice Without a Purchase Order

If no purchase order exists, a purchase invoice is created from the electronic invoice and continues through the system that way.

2. Purchase Invoice Based on a Purchase Order

When the invoice is received from the vendor, it will hopefully include a purchase order reference. This reference is used to link the BC invoice that is created to the original purchase order.

The purchase order can be accessed from the purchase invoice card by clicking Attachments.

When the link for the purchase order is clicked, the card opens for the order referenced by the specific invoice. In the same way, the purchase order contains links to all invoices that reference that order.

3. Handling Incoming Purchase Invoices

If the system finds an error in the document due to missing mappings, the user must process it. See a more detailed description here.

If the system does not find any errors, the document can be registered in BC. See a more detailed description here.

4. Automatic Creation of Mappings

If no item mapping is found, the system attempts to create a mapping automatically by comparing the incoming document with the items that exist in BC.

For incoming purchase invoices, the system searches for an item based on the Vendor Item No. For incoming purchase orders, the system searches for an item based on No.