Clayton Fowler Consultant

With the current vendor invoice automation process, only the invoice quantity matching is checked before an invoice is automatically submitted to workflow. The price match, price total, charges, and other matching are not taken into account. As such, an invoice can have a match status of 'failed' and still be submitted to workflow.

I propose that there is the option to check for all match statuses before being automatically submitted to workflow. This way, users won't have to recall and resubmit an invoice to correct an error, they can correct any issues before the first submission to workflow.

When vendor invoice automation is turned on, and the "Automatically match product receipts to invoice lines" functionality is used, the incorrect receipt is often being matched to the invoice. We have multiple invoices and their corresponding receipts for one PO line. However, the system is only matching the receipt to the invoice based off timing of receipt creation. The quantity nor invoice date is being looked at when automatically matching the receipt to invoice. This can cause issues with accounting distributions and will result in a failed match status for other invoices.

Ideally, the matching logic would first try to match a receipt with the same quantity as the invoice. Second, to match a receipt with the same date as the invoice. This would result in less match status failures and ensure that the correct receipt is being matched to the invoice.

The current design of the workflow approval button slows down the approval process. It would be much more efficient for the approval notification to show in the middle of the screen and be 1/4th of the current size. This would make approvals quicker as it does not require moving to the right side of the screen to select approval.