Update the purchase order on an invoice

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • If you find that the purchase order that is currently associated with an invoice is incorrect, you can associate the correct purchase order to the invoice.

    Before you begin

    Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

    Procedure

    1. Navigate to Accounts Payable Operations > Source-to-Pay Workspace.
    2. Select the list icon (List icon).
    3. Navigate to Lists > Invoices > All open invoices.
    4. Open a PO Invoice or Credit memo for PO invoice.
      The following message is displayed for Credit memo invoice: Before submitting, Original invoice number, Original invoice or Purchase order must be populated.
    5. Under Summary Details, in the Purchase order field, search for and select a purchase order.
      The following confirmation message is displayed: Updating the Purchase order may require PO matching again. Do you want to continue?
    6. Select OK.

      The confirmation message is not displayed if you update the purchase order on a PO invoice that is in the Draft, Received, or Accepted status.

      The confirmation message is displayed if you update the purchase order on a PO invoice either before or after PO matching is completed. If you select OK after you change the purchase order in the Purchase order field, the invoice lines are mapped with the purchase order lines of the newly associated purchase order. Subsequently, the automated PO matching process is run and the invoice status moves to PO matching error or PO matching completed.