How Nimbello uses automation to match PO line numbers to line items on invoices so you don't have to
PO line numbers can be automatically assigned in Nimbello due to the PO Matching process. This is where automation compares data from the Purchase Order to the data that was entered in OCR processing (which should reflect what is shown on the PDF invoice)
For automatic matching, there needs to be 2 out of 3 unique matches for the following 3 items:
1. Client Part Number is compared to Product Number
2. Qty Ordered is compared to Billed Quantity
3. PO Unit Price is compared to Unit Price
If any of those are not unique matches then it will not automatically assign that PO line, and will get stuck in "Hold PO - PO Line Missing Check" for manual review.
In the below example, this line item has a matching quantity and unit price, but does not have an exact match in the "client part#" field. -Because the automation only requires 2 out of 3 criteria to match, it's OK that the part number didn't perfectly reflect what's showing on the PO compared to what's in the materials/services invoiced section.
For the above example, if there was another line item that had the same issue of the product number not matching, it would match without issues as long as it happened to have a different quantity than the other line.
If, however, the product number didn't match, and the billed quantity on the second line item was also 1, then we would no longer have a unique quantity match, and this would require manual review, even if the unit prices matched.