Simple line pairing

Simple line pairing occurs when you select a row from the Unpaired Lines from Invoice table and one or more corresponding lines from the Available Lines from Purchase Order table, and then click Pair.

Simple pairing is possible if:

the sum of the line totals of the available lines match the invoice line total, or
exactly one available line was selected and
- the line total of the invoice line is greater than the ERP line (overbooking) or
- the invoice line quantity is less or equal than the available quantity from the ERP line and there is no UOM mismatch, accepting UOM if
  - unit price of invoice line and PO line are the same and / or
  - UOM of invoice line and PO lines are the same

If these checks are not met then simple pairing fails and the Advanced Pairing window is displayed for advanced line pairing.

If simple pairing is possible, we have two cases:

If the line totals match or the invoice line total is greater, we can fully book the ERP lines and the selected ERP lines are moved from the Available Lines from Purchase Order table to the Paired Lines table.
If the invoice line total and the quantity are less than the values on the ERP line this means that a part of the invoice line is invoiced. Here, the line is split, leaving an entry with reduced quantity and total in the Available Lines from Purchase Order table and an entry with the invoiced part is added to the Paired Lines table.

In either case, the entry in the Unpaired Lines from Invoice table is removed.

During simple pairing it is not possible to change the Tax Code or the Sub Deb values. These can be edited after pairing if necessary.