Pair unallocated lines

When you open a document, any unallocated lines are listed and selected in the lower table. There is usually a reason why these lines are unallocated. For example, a missing or wrong purchase order number or an extraction error. You can manually pair unallocated lines by following these steps.

  1. In the Line Pairing Correction activity, repeat the following steps for each line in the Unallocated Items from Invoice table.
    1. If there is a corresponding line in the Lines Available to Book Against table, clear the Selected check box beside the unallocated line item in the Unallocated Items from Invoice table.

      Clearing this indicates that this line is no longer unallocated, but paired manually.

    2. Click Apply Line for the entry in the Lines Available to Book Against table.

      Adjust the Quantity or the Line Total if necessary.

      For example, the current invoice covers part of the ordered lines only or there is a price mismatch.

  2. Complete the document.

    The selected lines items are booked against your ERP system.

  3. Optionally, if it is not possible to pair the unallocated lines manually, select an invalid reason before completing the document with unallocated lines.