Continia order matching

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August undefined, 2024

WebWith the Order Match functionality in Continia Document Capture, you can match incoming business documents like purchase invoices and credit memos with other...

Overview of Order and Receipt Matching - Continia

WebOct 1, 2024 · Continia Document Capture New and planned Order and receipt matching Ability to add missing order lines for matching purposes Theme Print Language Ability to Add Missing Order Lines for Matching Purposes 21/05/2024 2 minutes to read In this article Feature details Feature details WebApr 3, 2024 · Order & Receipt Matching: If a value has been captured in either of the fields Vendor Order No. or Vendor Shipment No., the page Invoice Match will show the actions to filter purchase receipt lines and/or purchase order lines to only display the lines associated with documents with the specified values. 43521: Order & Receipt Matching somerset county surrogate\u0027s office

Support for Vendor Shipment Numbers and Vendor Order …

WebJan 4, 2024 · Choose the icon, enter Expenses, and then choose the related link. In the list of expenses, select the expense that you want to use as a basis for your purchase contract. Select Edit. In the action bar, select Actions -> Purchase Contract > Create Purchase Contract to open the Edit - Create Purchase Contract page. WebOrder matching Cut down on your confusion, avoid errors, and ensure consistency with Document Capture's automatic three-way matching. Lean back, take it easy and let the software automatically approve invoices within the variance you allow. ... Continia Delivery Network seamlessly integrates with the Peppol eDelivery Network, securely importing ... WebAn outline of the basics of document matching, including a number of links to other matching articles. Docs; Learn; Continia Public; PartnerZone; Docs; Trust Center; AppSource; Continia Docs. Continia Document Capture. Business functionality. Order and receipt matching. Overview. Content. Theme Print; Language; Table of Contents. … somerset county tableland services

Overview of Order and Receipt Matching - docs.continia.com

Setting up Purchase Documents - Continia

WebAug 23, 2024 · When you set up line matching as described above, you can choose between the following three options for each of the matching criteria: No Yes - always Yes - if present Selecting No for one of them will leave that matching criterion disabled, meaning that it will be disregarded entirely in the matching process. WebAug 25, 2024 · To set up automatic approval, follow these steps: Choose the icon, enter Document Categories, and then choose the related link. To open the purchase document category, select the PURCHASE line (not the PURCHASE code itself), and then choose Edit in the action bar. small cars with timing chainsWebOct 1, 2024 · Order and receipt matching. Support for serial and lot numbers in the matching process; Ability to add missing order lines for matching purposes; Automatic … somerset county town crossword clue

"WebJul 7, 2024 · In the document list, select the document that you want to match against other documents. In the action bar, select Process > Match Lines. In the Match Overview, a number of relevant lines from potentially related documents are listed in two overall line sections, depending on what type of document you selected in step 3 above. To filter … " - Continia order matching

Continia order matching

Setting up Order and Receipt Matching - Continia

WebOct 1, 2024 · Continia Document Capture New and planned Order and receipt matching Automatic matching via job queue Theme Print Language Automatic Matching via Job Queue 21/05/2024 1 minute to read In this article Feature details Feature details With automatic matching via job queue, the matching routine is executed periodically (for … WebMar 24, 2024 · This feature will make it easier to match incoming invoices against order receipts, as it increases the accuracy of the matches. Feature details The feature will enable Continia Document Capture to capture vendor order numbers and vendor shipment numbers on the lines of incoming invoices during line recognition.

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WebDec 15, 2024 · To set up automatic matching See also Continia Document Capture can automatically match incoming invoices and credit memos against related documents, either as a fully automated process initiated by field recognition (and other actions) or on an ad hoc basis whenever you prefer. WebAug 9, 2024 · Support for purchase orders and return orders in the Continia approval workflows; Displaying automatic-approval comments during the approval process; User-specific list of approvers when forwarding approval requests; Order and receipt matching. Support for serial and lot numbers in the matching process

http://docs.continia.com/en-us/continia-document-capture/business-functionality/order-and-receipt-matching/overview-of-order-and-receipt-matching WebWhether you're performing data entry, posting, or retrieval, Continia Document Capture is an AP automation solution that streamlines your manual invoice processing from start to …

WebThe match of the purchase order is completed, and the created purchase invoice will hold the delivery lines used to update the purchase order. Posting of the purchase invoice will update the purchase order. Note If the Match Order No. field is left blank, Continia e-Documents Import will automatically create a purchase invoice. WebNov 25, 2024 · In the action bar, select Process > Match Lines to open the Invoice Matching page (or the Credit Memo Matching page for credit memos). In the action bar, select Process > Perform Match. Document Capture will now automatically match the document against other documents.

WebMar 22, 2024 · Order Matching With the Order Matching module, you get the following key features: Note that this feature also requires the Advanced Capture module to be installed. Document Approval The Document Approval module gives you access to the following key features: Note that you also need the Continia Web Approval Portal in order to use this …

WebJun 27, 2024 · With Continia Document Capture, you can have all incoming invoices and credit memos matched against related documents (for instance, invoices can be … somerset county technical collegeWebMar 22, 2024 · Choose the OK button. On the Received e-Document page, verify the Transfer Type field is set to Purchase Order. In the Match Order No. field, choose the purchase order number you want to match with. On the Lines FastTab, in the Line No. on Purch. Order choose the line number of the existing purchase order you want to match … small cars with sunroof optionWebOct 25, 2024 · To set up amount validation, follow these steps: Choose the icon, enter Document Capture Setup, and then choose the related link. On the General FastTab, under Amount Validation on Post, select which types of amounts must match, if any: amounts including VAT, amounts excluding VAT, both types, or neither (i.e. Not Required ). somerset county tax collector paWebFrom data entry to posting and retrieval, Continia Document Capture is an end-to-end solution that automates your Accounts Payable process. Document Capture takes care of it so you can sit back and relax while you do your work. ... Order matching. Cut down on your confusion, avoid errors, and ensure consistency with Document Capture's automatic ... small cart axle kitsWebAug 31, 2024 · If your organization generally matches documents manually, follow these steps to carry out partial matching: Choose the icon, enter Document Categories, and then choose the related link. Select the PURCHASE code to open the document journal. somerset county technical high schoolWebAug 24, 2024 · To set up matching checks, follow these steps: Choose the icon, enter Document Categories, and then choose the related link. To open the purchase document category, select the PURCHASE line (not the PURCHASE code itself), and then choose Edit in the action bar. small cars with sunroofs ukWebNov 25, 2024 · Optional filters: Order number – relating to the Our Order No. field in the document journal; Vendor order number; Vendor shipment number; Header matching. When Document Capture matches an invoice or a credit memo against related documents at header level, it matches the lines of the related documents up with the total amount of … somerset county tourism md