Unmatch a Purchase Order

Purchase Orders are 'matched' to Invoices as part of the Invoice Reconciliation process. It allows our software (or a human reviewer) to ensure that what the Supplier has Invoiced is actually what you Ordered.

Occasionally, you may need to 'unmatch' an Invoice from a Purchase Order, in the event that an Invoice must be re-issued or an incorrect match was made. This article explains the process of unmatching a Purchase Order from an Invoice.

Jump to:

• Prerequisites
• Unmatching a Purchase Order from an Invoice

Prerequisites

There are three prerequisites that must be met before a Purchase Order can be Unmatched from an Invoice:

1. The user must be signed into PurchasePlus. This feature is not available in Legacy PurchasePlus.
2. The Invoice must be in either the Open or Awaiting Approval Status.
3. All of the Linked Lines on the Invoice must first be Unlinked. See the Guide below for more details.

Unmatching a Purchase Order from an Invoice

Step 1: Visit [Invoices] → [View All] and search or browse for the Invoice in question. Click on the Invoice Number to view the Invoice in greater detail:

 Step 2: Every Linked Line must be Unlinked. Click [Linked]:

Step 3: Then click [Unlink Line]. Repeat Steps 2 and 3 for every Linked Line:

Step 4: Once all Line Links are removed, click on the [Purchase Order] tab of the Invoice:

Step 5: Click the [More] Menu, and then click [Remove Match]. If the Prerequisites are not met, this action will be unsuccessful.

Step 6: Confirm the action by clicking [Remove Match]:

Step 7: The Purchase Order has now been unmatched from the Invoice, and a new Purchase Order can be matched to the Invoice.

Please read this article for information regarding matching a New Purchase Order to an Invoice if required.