Match and Unmatch Line Items
The system will attempt to auto match the invoice line items to the appropriate PO line item. If it was not able to find a corresponding PO line or if it was incorrectly matched to one, users can manually match the invoice line items to the correct PO line item. An invoice line item can only be matched to one PO line item, but multiple invoice line items can be matched to one PO line item.
When you click a line item of an invoice or purchase order, which has not been matched, the selected line item will be highlighted, and the corresponding check box will be selected automatically. The system will then enable the Match button.
For three-way matching, you can see the receipt information in the Matching Summary tab and in the Purchase Order tab of the invoice detail view.
The receipt information for each PO line is nested within the corresponding PO line, and consists of Receipt #, Delivery Slip #, Date of Receipt, Quantity, and Unit of Measure.
Concur Invoice will highlight matched PO line items and receipts when you select an invoice line item.
You can match or unmatch a line item to an invoice or PO. When you click a line item of an invoice or PO, which has already been matched, the Unmatch button will be enabled for the matched purchase order line item.
The easiest way to match an invoice with a purchase order is to select the desired invoice and purchase order, and then click the Match button.
If you need to unmatch a single line item, select the desired line item and click Unmatch.
