What Are We Trying to Accomplish?
The Pick PO action allows accountants to choose the correct line(s) or release(s) on a purchase order when processing an invoice when the OCR tool is unable to locate a PO on the invoice. You can also select the "Transform to Non-PO" action to push the invoice that was captured to the Non-PO Invoice Workflow.
**Note: to enable this functionality, please reach out to AP Support
How Do I Do It?
Once the functionality is enabled, if our OCR tool is unable to locate a PO number on the invoice
1) Click the blue lightning bolt dropdown on the invoice line
2) Select Pick PO
3) Here you will see the invoice line(s) and PO line(s) where there's a match with either the Part Number, Vendor Part Number or Manufacturing Part #. You may see multiple PO numbers in the Purchase Order Lines section of the pop-up window (the right hand side).
To manually match the invoice(s) line to PO line(s), select Line Item in the Line Type drop down and select the appropriate purchase order line to Match to drop down
4) Click the Submit & Reprocess button; the invoice will move back to the Pending Processing tab for review / matching
5) If you need to push the invoice into the Non-PO Workflow, select the orange Transform to Non-PO Invoice button