Matching an AP Voucher

You can match an AP voucher from the AP voucher detail page.

AP voucher matching informs the system that the AP voucher has been validated as follows:

• Against the purchase order and the supplier invoice for drop ship A retail supply chain management technique where the seller does not keep goods in stock, but instead transfers orders and shipment details to either the manufacturer or wholesaler, who then ships the goods directly to the customer. purchases.
• Against the purchase order, the supplier invoice, and the receipt for internal purchase orders A purchase order for items that will become inventory..

To match an AP voucher:

1. Navigate to the detail page for the AP voucher you want to match.
2. From the AP Voucher Line in Lightning Experience, click Match. Using Classic.  From the AP Voucher, click Match AP Voucher.
3. Click Confirm.

Once the AP voucher is matched, its status changes from "Open" or "Received" to "Matched".

Notes:

• You can match an AP voucher before it has been received if you have a prior arrangement with a supplier. You can use the custom setting Payment Term Allows Match Before Receipt to define the payment term you wish to use, to indicate that an AP voucher can be matched before a receipt for its associated purchase order has been created and confirmed.
• You can select lines from multiple purchase orders to voucher them in a single transaction and then match them.
• If tax calculation using Avalara is enabled in your org, tax might be calculated automatically for the AP voucher as soon as it is matched.
• If Order and Inventory Management – FinancialForce Connector is installed in your org, a payable invoice might be automatically created from the AP voucher as soon as it is matched. For more information, see AP Vouchers to Payable Invoices.