P2P - Unmatched Credits

Sometimes when a supplier sends a credit on P2P it will not match the exact amount on the invoice line. This could be because for example you have asked for credit only one unit but the invoice line is for two units or the credit may be a penny more or less than the invoice line.

If this is the case and you are happy to accept the credit as it is you need to force match the invoice line.

HOW TO FORCE MATCH CREDITS IN P2P

• 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) the query will be highlighted in red
• The credit will be listed at the bottom of the page. If the credit you received was not a full credit & you have two choices:
• If you are happy with that credit then you need to accept it and force match the line. Follow the following link on how to force match a line P2P - How to Force Match an Invoice
• If you think you are due more credit on that line then contact the supplier and leave the invoice unmatched until the query has been resolved