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Matching Purchase Invoices to Purchase Orders. Sage and Version One working together. MDJ Consulting. Project Objectives. Managing spend Workflow Standardised PO Query resolution. MDJ Consulting. Workflow. Invoice scanned via DbCapture line level. - PowerPoint PPT Presentation
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Matching Purchase Invoices to Purchase Orders
Sage and Version One working together
MDJ ConsultingMDJ Consulting
Project Objectives
•Managing spend•Workflow•Standardised PO•Query resolution
MDJ ConsultingMDJ Consulting
Workflow
Invoice scanned via DbCapture line level
Invoice held for query resolution with supplier
Exported to DbAuthorise
Match invoice to purchase order
Import in to Sage as GOOD or BAD invoice
GOOD invoices posted in Sage
Bad invoices send to buyer for query resolution
Issues resolved imported to Sage as GOOD invoice
VAT issues resolved by PL dept
MDJ ConsultingMDJ Consulting
Line Level DbCapture
MDJ ConsultingMDJ Consulting
Routing
MDJ ConsultingMDJ Consulting
DbAuthorise
Link to POLink to PO
MDJ ConsultingMDJ Consulting
Purchase Order Link
ValidationValidation
MDJ ConsultingMDJ Consulting
Validation Results
MDJ ConsultingMDJ Consulting
Imported Batches in Sage
MDJ ConsultingMDJ Consulting
Unposted Invoices
MDJ ConsultingMDJ Consulting
New Datel Screen
MDJ ConsultingMDJ Consulting
Viewing Invoice Image in PL
MDJ ConsultingMDJ Consulting
Summary
Combining software from Sage, Version One and Datel to provide an integrated system for processing purchase order purchase invoices in a structured and
efficient way.
Contact DetailsMDJ Consulting Tel: 07785 575169
Email: michelle@mdjconsulting.co.ukVersion One Tel: 01625 856500
Email: marketing@versionone.co.uk
MDJ ConsultingMDJ Consulting
Any Questions?
Error Reason Codes
• 1 PO not authorised• 2 PO is complete • 3 Line complete• 4 Line not receipted• 5 Invoice quantity is greater than
receipted• 6 Invoice line value is not within tolerance• 7 Invoice price is not within tolerance• 8 Line not on PO
MDJ ConsultingMDJ Consulting
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