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How can you see on a purchase order or receipt whether a purchase invoice is linked?

MJA Updated by MJA

​1. General​

Firstly it is important to know that the link exists on the lines. A purchase invoice can contain lines from multiple purchase orders or receipts. There is therefore no 1-to-1 link between a purchase invoice and a purchase order/receipt, but there is between the purchase invoice line and the purchase order/receipt line.

​2. Firstly: is reconciliation based on purchase order rules or receipt lines?​

Within Newbase you can process a purchase invoice in 2 ways. Namely on the basis of goods receipt lines or on the basis of purchasing order lines.

Whether this takes place based on purchase order lines or receipt lines is discussed and set during the implementation.

You can see how this is set within the 'financial setting' widget of the company module:

For example, if the process is set to 'goods receipt lines', you will also see this within the purchase invoice within the Purchase Invoice Lines widget.

​3. How can you see if a purchase invoice line is linked?

Within the purchase order:

To see whether a purchase invoice is linked to the lines of the purchase order, you can use the widget 'check purchase order lines received / use purchase invoice' (WID03389).

This widget provides a lot of information about the rules. For example, whether the goods have been received on the line, but also whether they have been matched to a purchase invoice. If you do not have this widget, ask your internal application manager to distribute it.

Within the receipt line

To see whether a purchase invoice line is linked, you will have to look at the receipt line. Within the receipt, click on 1 of the lines to navigate to the module receives line. There you have a widget 'Purchase invoice lines' WID01563, where you can see whether a purchase invoice line is linked to the receipt line.

How did we do?

How can you see on a purchase invoice line whether a receipt has been linked?

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