Demonstrating how Nimbello's automation Matches Invoice Lines to PO Lines in Infor SyteLine AP Automation
Need to determine which purchase order (PO) line an invoice line belongs to? In this quick Nimbello tutorial, we’ll walk you through how to:
🔹 Use part numbers, unit prices, and quantities to find matching PO lines
🔹 Handle duplicate part numbers and identify the correct invoice match
🔹 Resolve partial billings, combined lines, and kit-based purchases
🔹 Ensure invoices align correctly with purchase orders Stay organized and simplify invoice reconciliation in SyteLine! ✅
Transcript
Regarding what you are being billed for, we analyze each line on the invoice that has a part number to determine which purchase order (PO) line it belongs to.
To do this, we follow these steps:
Check the Part Number:
If the part number is found on the PO and is unique, we use it.
If the part number is missing or duplicated (e.g., part 1082 appears on two PO lines), we cannot rely on it alone.
Check the Unit Price:
If there is a unique price match (e.g., 76.71), we use that to identify the line.
Additional Matching Criteria:
If necessary, we use quantity, packing slip, total dollar amounts, and other factors to pinpoint the correct line.
We can also handle scenarios where:
A PO line is billed partially or split across multiple invoices.
Lines are combined or separated between the PO and invoice.
A PO lists individual kit parts, but the invoice bills for the full kit—we can consolidate or separate as needed.
This ensures that the invoice line items correctly match the purchase order.
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