HOW TO DEAL WITH UNMATCHED INVOICES
How to view your Unmatched Invoice (Quantity Queries)
In InSIGHT click on the Purchase to Pay tab
On your Order Management Alerts on your Dashboard, click on Quantity Queries
A list of all your quantity queries will appear
Click on View for the query you wish to resolve - the line(s) of the query will be highlighted in red
If the amount invoiced is more than the quantity accepted there are two ways to proceed. You can either Request a Credit from the Supplier or you can Force Match the line(s) of the invoice
Requesting Credits - Bidfood Invoices
If the invoice is from Bidfood & you need to request a credit for an item that has not been delivered click the following link P2P - Credit Requests for Bidfood invoices
If you have received a credit but the invoice remains unmatched click the following link P2P - Unmatched Credits
If you have already requested a credit but the credit does not show at the bottom of the unmatched invoice line you need to contact the supplier to remind them to send the credit. The invoice will remain unmatched until the supplier sends the credit
Requesting Credits - Non Bidfood Invoices
If the invoice is from any P2P supplier except Bidfood & you need to request a credit for an item that has not been delivered you must phone the supplier as soon as possible to request credit
If you have received a credit but the invoice remains unmatched click the following link P2P - Unmatched Credits
If you have already requested a credit but the credit does not show at the bottom of the unmatched invoice line you need to contact the supplier to remind them to send the credit. The invoice will remain unmatched until the supplier sends the credit
Force Matching Invoice Lines
If a credit has not been or will not be requested or a credit request has been refused by the supplier you have to accept the cost by force matching the line of the invoice. Click the following link to see how to do this P2P - How to Force Match an Invoice
Once the unmatched invoice has been dealt with it will either automatically be:
- Sent for Payment if force matched & will clear from your dashboard or
- if you are still waiting for a credit the status of the invoice will stay as Unmatched and it will remain on your dashboard as a Quantity Query
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