Hi All. Does anyone have a best practice they’d like to share when the # of lines invoiced is less than the total # of lines on the Purchase Order? Experiencing issues trying to match the invoice line with a subset of PO lines. Thank you.
-Steve
Hello @Bramson_Steven!
It seems that you have trouble getting an answer to your question in the first 24 hours.
Let us give you a few hints and helpful links.
First, make sure you browsed through our Forum FAQ Beginner’s Guide. It will teach you what should be included in your topic.
You can check out some of our resources directly, see below:
-
Always search first. It is the best way to quickly find your answer. Check out the
icon for that.
Clicking the options button will let you set more specific topic search filters, i.e. only the ones with a solution. -
Topic that contains most common solutions with example project files can be found here.
-
Read our official documentation where you can find a lot of information and instructions about each of our products:
-
Watch the videos on our official YouTube channel for more visual tutorials.
-
Meet us and our users on our Community Slack and ask your question there.
Hopefully this will let you easily find the solution/information you need. Once you have it, we would be happy if you could share your findings here and mark it as a solution. This will help other users find it in the future.
Thank you for helping us build our UiPath Community!
Cheers from your friendly
Forum_Staff
Hey @Bramson_Steven
We can understand the issue as a brief.
But to understand your case specifically, We kindly request you to please share some screenshots by highlighting the grey areas which you are mentioning please…
This will helps us understand and suggest a better solution.
Thanks
#nK
Hi all, here’s an example:
Purchase Order having two lines:
However the corresponding invoice only has one of the two lines.
The ask is how best to automate such that only the invoiced line is brought into the PeopleSoft voucher, -not all PO lines. Otherwise the voucher is overstated. Thank you.
Steven Bramson
Hey @Bramson_Steven
Sorry, I’m actually a bit confused here.
Is this case has some data error and you want to resolve the same.
Or this is how it is and you are still looking to automate somehow ?
Thanks
#nK
Yeah, -this can be a bit confusing. Essentially, the lines of the invoice are a subset of lines on the Purchase Order.
We have to automate how the ‘bot matches the invoice line with the purchase order line. Does that help?
Steven Bramson
(310) 430-1158
Sr Business Systems Specialist
SBramson@StanfordChildrens.org
Okay @Bramson_Steven
So you have an invoice with some line items and you want to check those against the PO no matter PO has one or many.
The logic for this will be something like below,
-
Read and recognise the Line items first for the PO and Invoice
-
Store it in some valid collection object formats like data table or list
-
Then compare
Also, do you need to verify all the fields between these two or only some specific fields please.
Thanks
#nK
Hi Julia. Did you have a question?
Steven Bramson
Hello @Bramson_Steven! Since I work as a travel agent, our business frequently uses invoices.
When we tried to match the invoice line with a subset of PO lines and other lines, we had a really bad experience.
After that, we discovered pretty helpful online invoicing software and resolved all issues. Hope this will come in handy!