Pair lines
When you open a document, a table of unpaired invoice lines is displayed beside a table of available PO lines. These lines need to be paired and there is usually a reason why these lines are unpaired. For example, a missing or wrong purchase order number or an extraction error.
When you click Pair, AP Agility attempts simple pairing using the entry from the Unpaired Lines from Invoice table with the selected lines from the Available Lines from Purchase Order without requiring you to enter any additional information. This is possible if it is clear what needs to be done. For example, if the line totals and quantities match.
If AP Agility is unable to pair the selected lines you are redirected and the Advanced Pairing window is displayed. During advanced pairing you need to specify which quantities are assigned to a price and a line. Alternatively, if you know that simple pairing is not suitable, you can choose to use advanced pairing by clicking the Pair (Advanced) button.
You can manually pair lines by following these steps:
- Open the Line Pairing Correction activity.
-
From the
Unpaired Lines from Invoice table, select one row from the invoice that you want to pair with a
one or more lines in the
Available Lines from Purchase Order table.
The row is highlighted blue.
- From the Available Lines from Purchase Order table, select the empty checkbox for one or more lines that you are pairing to the already selected row from the Unpaired Lines from Invoice table.
-
Click
Pair.
If the pairing is successful, an entry in the Paired Lines table is updated, and the entries from the Unpaired Lines from Invoice and Available Lines from Purchase Order are updated accordingly.
If pairing fails for any reason, the Advanced Pairing window is displayed where you can perform advanced pairing.
-
Repeat these steps until all lines in the
Unpaired Lines from Invoice table are paired.
The Available Lines from Purchase Order table may still have lines.
-
Complete the document.
The selected lines items are booked against your ERP system.
-
Optionally, if it is not possible to pair the unpaired lines manually, select an invalid reason before completing the
document with unpaired lines.
Alternatively, if enabled you can delete unpaired lines even though this may bring the invoice out of balance. You are asked for confirmation if you choose to delete unpaired lines from the invoice.