Purchasing
Match supplier bills to the approved purchase and receipt
Available to
Finance Officer, Procurement Officer, and authorised Receiving Manager.
Steps
- 1Open the supplier bill in the correct company and confirm supplier, invoice date, currency, payment terms, and legal invoice references.
- 2Link the bill to the approved purchase order and, where configured, the receipt or accepted service evidence.
- 3Compare product or service, quantity, unit price, tax, freight or landed-cost treatment, and total against the approved documents.
- 4Resolve any difference through the documented tolerance, dispute, credit, or change-control route before posting.
- 5Route the matched bill for finance approval and payment under the segregation-of-duties policy.
