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Three Way Match

This feature allows users to link invoice data to their Purchase Order Line Items.

 

Recording Invoice Data

• Click on the Invoice icon.

 

 

• The Three Way Match Reference Info screen appears. Enter the invoice Information in the following fields (required fields are marked with a red asterisk):

  • Voucher #

  • Invoice #

  • Invoice Date

  • Invoice Qty

  • Receive Transaction ID

• After entering the relevant invoice information, click Add Invoice Data button. This saves the data to the line item.

• Once the information is added, users can close the window; the data will be retained in the system.

 

 

*Note: Once linked, PO information in Asset Essentials can be exported and tied to ERP data using the Invoice or Voucher #. The link allows users to cross-check the quantity and price invoiced matches the quantity and price ordered, as well as the quantity they received. Matching this data will help prevent overspending on parts.