This article explains why an invoice can be matched and sent to the integration, without a receiving closed. This typically occurs when a credit invoice offsets the quantity of a pending invoice.
Key Ideas
In this example:
- Invoice
9754was submitted against PO line 1. - The PO line had not yet been received. So, the invoice would normally remain in Pending Receiving status.
- Credit invoice
9754-Cwas later submitted and applied to the same PO line. - Because the credit invoice reversed the same quantity that was awaiting receipt. The outstanding quantity requirement was removed.
- Unimarket does not require receiving when processing a credit invoice match.
- Once the credit invoice offset the pending quantity, Unimarket automatically matched the transaction and sent it to the integration.
Limits & Notes
- Credit invoices do not require receiving to be matched.
- A credit invoice can satisfy the matching requirement. When it offsets the same quantity that is awaiting receipt.
- Force matching can also allow an invoice to proceed without receiving completion. Depending on user permissions and community's configuration.
When Can an Invoice Be Accepted Without Receiving?
An invoice can move to the integration (that is, reach an Invoice Accepted state) without a matching receipt quantity in the following situations:
- Credit Invoice Offset
- A credit invoice is applied to the same PO line and quantity.
- The credit removes the outstanding quantity awaiting receipt.
- The invoice is automatically matched and sent to the integration.
- Force Match
- An authorized user manually force matches the invoice.
- The invoice bypasses the normal receiving requirement and proceeds to the integration.
Results
You can confirm this scenario by:
- Opening the purchase order line.
- Reviewing the invoice history.
- Verifying that a credit invoice was applied to the same PO line and quantity.
- Confirming that the invoice status changed from Pending Receiving to Invoice Accepted after the credit was processed.