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Linking Multiple Supplier Invoices to a Single Purchase Order
In Ascora, you can efficiently link multiple supplier invoices to a single purchase order. Below, we outline three methods to import supplier invoices, each achieving the same goal
Key Preparation
Before proceeding, ensure the following:
Navigate to Administration > Defaults and enable the setting: "Allocate Qty On Closed Purchase Orders."
This ensures any quantities allocated on closed purchase orders are correctly accounted for.
Method 1 - Within the Purchase Order Click on Supplier Invoices Method 2 - Click on Supplier Invoices
Method 3 - Click on Supplier Invoices
To start with we can have a blank purchase order or a populated purcahse order
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Method 1 - Within the Purchase Order Click on Supplier Invoices
Click on Import
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Select the supplier, invoice template (Ascora AI is able to read PDF documents)
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Upload the Supplier Invoice and Click on Import
The Supplier Invoice is Uploaded and the Line Items are Added
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Click Save
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Method 2 - Click on Supplier Invoices
Click on New
Click on – Select a
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Supplier
Choose the Supplier
Upload Your PDF Invoice
Click
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Here to Add a Part Number
Populate the Line Items Based On The Supplier Invoice
Click on Select All
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Click on Change in Bulk
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Click on DropDown
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Select the Purchase Order
Click on Update
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If Required Select Convert any Write In To Supply
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Remember to Populate The Reference Field
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Click on Reference
Click on Save
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Click on Save And Accept Allocation - This action will send this invoice to your accounting package.
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Go Back to the Purchase Order and Click on Supplier Invoices
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Click on All to see All the Supplier Invoices Assigned to this Purchase Order
To Accept Auto Imported Invoices, Select All
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Click on Bulk Actions
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Click on Accept Allocations
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Confirm All Invoices Have Been Accepted
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Method 3 - Click on Supplier Invoices
Click on Import/Export
Click on Import
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Click on Please Select
Select the Supplier
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Click on Select files or drag and drop your Supplier Invoice
If Required Select Convert any Write In To Supply
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Click on Import
Open The Supplier Invoice
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If the Purchase Order Number has not been found, Select All
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Click on Change in Bulk
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Click on the Drop Down
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Select the Purchase Order
Note: Only open purchase orders that are dated prior to the supplier invoice and are for the same supplier are listed for you to select from.
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Click on Update
Click on Save
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Click on Save And Accept Allocation
Head back to your Purchase Order to Confirm the Supplier Invoices are there.
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Click on All
Take note of the three supplier invoices we added against this purchase order.
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Take note of the three supplier invoices we added against this purchase order.
Take note of the three supplier invoices we added against this purchase order.
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