Review purchase orders and receipts

Locate supporting records, interpret their status, and return to invoice matching with details.

What to do

1. Locate supporting records. Use ERP Data search and company-specific fields to find the purchase order or receipt. Check identifiers, vendor, dates, lines, quantities, and the status provided by the integration.

2. Interpret status in context. A status label is one part of the details. Partial receipts, closures, cancellations, units, and line changes can affect whether a record supports the invoice.

3. Return to the invoice. From the line’s matching context, review the purchase-order and receipt allocations before choosing or reviewing the relationship. When units differ, compare quantities, unit prices, units, and totals yourself. If source data is stale or missing, follow the integration support path rather than editing around it on the invoice.