What Are We Trying to Accomplish?
Invoices that have failed to voucher will appear under the Failed Vouchers tab. These invoices will need to be reviewed to see if they have already been manually vouchered in your ERP or vouchered in SourceDay previously, or they will need to be Re-Vouchered once corrected. The reason for the failure can be found in the History of the invoice.
Understanding the View
Common Failure Reasons
Error: Unable to retrieve matching receiver line for that purchase order line.
Description: This error usually appears when SourceDay receives a response back from your ERP system that there hasn't been any receiving yet on the PO line(s).
Error: Unable to find a voucherable line in one of the following POs: ________
Description: This error indicates that when our system did a check with your ERP system, we received a response back that there was not a line for POs available to voucher to. If these quantities have already been received, this could be due to the PO line(s) already being vouchered in your ERP system.
Error: PAYABLE_LINE not found
Description: This error indicates that the Invoice(s) failed to voucher due to when our system communicated with your ERP System, it was unable to retrieve a matching receiver line for that purchase order line.
SourceDay Recommended Next Steps:
Perform a Re-Voucher on these invoices to see if they voucher successfully on the re-attempt. The steps on how to do this can be found in the "Re-voucher" section.
What Can I Do?
Re-Voucher - Initiates the vouchering process on the invoice(s) again
- Show Me How - Re-Voucher Invoice Action from Views
Download - Downloads all of the invoices that you have selected
- Show Me How - Downloading Invoices from Views
Void -Voids an invoice that is no longer needed so that a corrected invoice can be uploaded
- Show Me How - Void Invoice Action from Views
View File - Views the invoice and the upload time and date
- Show Me How - View File Action from Views
History - Views the invoice or order line history from the moment it syncs into the platform until the invoice is paid
- Show Me How - View History for an Invoice Action from Views
Reupload - Uploads a new version of an invoice
- Show Me How - Reupload Invoice Action from Views
Upload File - Uploads documents to attach to invoice record
- Show Me How - Upload File to Invoice Action from Views
Add a Note - Allows you to add a note to the record
- Show Me How - Add Note to Invoice Action from Views