[en] Supplier invoice management (SIM)
[en] The process of linking Supplier invoice items (SINITEMS) to Purchase orders (SPO) and Goods receptions (SSA) is designed to enhance automation and reduce manual workload. The system incorporates batch processes and the Supplier invoice management (SIM) application to ensure efficient handling of Supplier invoices (SIN).
[en] Purchase orders (SPO) linking functionality
[en] The batch process for linking Supplier invoice items (SINITEMS) to Purchase orders (SPO) and Goods receptions (SSA) includes:
[en] Expands the search for Purchase orders (SPO) references on invoice items to improve accuracy.
[en] Adjusts and optimizes validation checks before linking to Purchase orders (SPO).
[en] Ensures consistency by applying the same logic when Supplier invoices items (SINITEMS) are created from Received supplier invoices and credit notes (ISI) and when scheduled batch jobs attempt linking.
[en] Batch jobs for linking Supplier invoice items (SINITEMS) to Purchase orders (SPO) run frequently with strict validations and filters.
[en] Uses an candidate analysis to provide more accurate match scores for automatic linking.
[en] Features supporting Purchase orders (SPO) linking
[en] The Supplier invoice management (SIM) application provides filtering and visualization options to track and manage invoice items pending Purchase orders (SPO) linking.
[en] Available Supplier Invoices (SIN) columns:
[en] VAT Amount – Displays VAT amount.
[en] Buyers reference no – Shows reference to Received supplier invoices and credit notes (ISI) document and includes Received supplier invoices and credit notes (ISI) amount when applicable.
[en] Deviation Icon (!) – Highlights discrepancies between Supplier invoices (SIN) and Received supplier invoices and credit notes (ISI) amounts.
[en] Available Supplier Invoices items (SINITEMS) columns:
[en] Supplier invoices (SIN) Icon – Direct link to Supplier invoices (SIN) application for accessing PDF and related information.
[en] Supplier Account and Name – Displays supplier details.
[en] Product classification (Class) – Indicates whether an item is external work, goods, or expenses.
[en] Purchase orders (SPO)/Goods Linking Reference – Provides links to Purchase orders (SPO) and Goods reception (SSA) for quick inspection.
[en] Purchase orders (SPO) linking info:
[en] If linked: Displays details on how and when it was linked.
[en] If not linked but required: Displays pending Purchase orders (SPO) linking.
[en] Linking accuracy symbols:
[en] Green – High accuracy Purchase orders (SPO) linking candidates.
[en] Yellow – Medium accuracy Purchase orders (SPO) linking candidates.
[en] Red – Low accuracy Purchase orders (SPO) linking candidates.
[en] Available filters:
[en] Pending Purchase orders (SPO) linking – Displays items requiring Purchase orders (SPO) linking, sorted by best score candidates.
[en] Automatically linked – Shows all items that were auto-linked, sorted by most recent.
[en] Manually linked – Displays all manually linked items, sorted by most recent.
[en] These improvements aim to enhance efficiency, accuracy, and user experience in the supplier invoice-to-SPO linking process, reducing manual efforts and improving automated linking reliability.