New Order Matching Experience

To use the new Order Matching Experience with the Order Matching Engine and all of its enhancements, the new Purchase Order Matching feature must be enabled in ExFlow Feature Management.

ExFlow Feature Management

Go to: ExFlow Feature Management to enable the New Order Matching Feature.

This feature will be enabled for all companies.

Read more about this under section Get started

Run the New Order Matching Wizard

This user manual is your go-to guide for setting up your order matching document process to effortlessly match documents to orders. Designed with simplicity in mind, the new Order Matching Wizard makes the process straightforward and user-friendly.

Search for ExFlow Order Matching Wizard.

General

Header- or Line Matching

The first step in setting up the Order Matching Wizard is to determine whether the matching of documents to purchase orders/return orders should be performed at a header level or line level.

Header Level Matching: If you choose header level matching, the Order Matching will compare the overall invoice total with the available total value of the purchase order.

This method is suitable when the details of individual items or services on the invoice do not need to be matched with specific items on the purchase order, or if the invoice line information is too poor for accurate matching.

Line Level Matching: If you choose line level matching, the Order Matching will compare each interpreted invoice line with corresponding line items on the purchase order.

This approach ensures that each individual item or service on the invoice is matched accurately to the corresponding item on the purchase order.

Line matching utilizes interpreted information such as invoice quantity, unit price, line total, and more – to get an accurate match to the corresponding purchase order line and to be able to identify any discrepancies.

Match Documents To

The next step is to determine how invoices should be matched to purchase orders in relation to purchase receipts. There are three options to consider:

Receipt:

Select this option if you want invoices to be matched only to purchase orders that have associated purchase receipts.

Ensuring that the items are received and recorded in the warehouse and align with the invoice, before matching the invoice and sending it for approval and final posting.

Order and Receipt:

If you prefer a combination of Receipt and Order, select this option.

In this case, invoices can be matched to purchase orders with or without associated purchase receipts, providing maximum flexibility in matching scenarios.

Possible to match invoice lines to purchase orders with and without received item lines. Also makes it possible to match invoice lines to partially received item lines on the order and have them sent for approval and posting.

Automatically Approve Matched Invoices

Never:

Select this option if you want all matched invoices to go through a manual approval process. In this case, no invoices will be automatically approved, regardless of any differences or thresholds.

(If Never is selected --> Next step in the wizard would be: Other and Automatic Difference)

If Difference is within Tolerance:

Choose this option if you want matched invoices to be automatically approved only when the difference between the invoice and the purchase order falls within the specified allowed threshold or tolerance for automatic approval.

This option allows for efficient processing of invoices with minor discrepancies, ensuring that only significant differences require manual approval.

(If this option is selected --> Next step in the wizard would be: Auto Approval and Tolerance for Auto-Approval)

If Matched Order is Approved:

This option adds an additional layer of approval by requiring that the matched order has been reviewed and approved through ExFlow, ensuring that invoices are automatically approved only when the necessary authorization is in place.

(If this option is selected --> Next step in the wizard would be: Auto Approval and Tolerance for Auto-Approval)

Max Amount for Automatic Approval

If you have allowed for automatic approval of matched invoices, this is where you can specify the maximum amount for automatic approval. This parameter defines the threshold above which invoices will require manual approval, regardless of the matching results.

Tolerance Violation Warning

Enable this setting if you’d like the accountants to receive a warning during the import of purchase matched invoices when there are discrepancies over your allowed tolerance for automatic approval.

Either way if this setting is enabled or not, discrepancies higher than your allowed tolerance will always require the invoice line to be manually approved.

Deviation Direct Unit Cost (%) and Deviation Direct Unit Cost (Amount LCY)

Define the deviation thresholds for the direct unit cost of invoice lines compared to the matched order lines. These thresholds determine the allowable differences between the invoice and the purchase order for automatic approval.

Post Receipts & Shipment Automatically

The "Post Receipts & Shipment Automatically" feature allows for the automatic posting of purchase receipts in the matching process. However, please note that this feature can only be utilized when matching documents to “Order and Receipt”.

Matching documents using the logic “Order and Receipt”, allows ExFlow to fully match and send an invoice/credit for approval and posting. However, Business Central always requires that Purchase Receipts/Shipments are posted before the matched invoice/credit can be posted and for the Purchase Order/Return order to be invoiced/credited.

This setting allows ExFlow to Post and Invoice the approved quantity of the matched document lines automatically. It’s executed once the document has the status “Ready for Posting” in Approval Status. With this setting disabled, you’re required to post the purchase receipts/shipments manually.

Automatic Difference Handling

The Automatic Difference Handling functionality allows ExFlow to automatically suggest a difference line if any additional or unexpected costs, such as freight or other charges are identified during the order matching.

You can choose if ExFlow should suggest an invoice line of the line type Item Charge, or G/L Account.

Then specify which G/L Account, or what Item Charge to use for the suggested line.

Max. Amount (LCY) and Max. Amount (%)

Is where you can specify an allowed tolerance for the automatically suggested difference line for automatic approval.

Complete the Wizard

Click "Finish" to close the Wizard and apply the settings.

Order Matching Setup

Go to: ExFlow Order Matching Setup

For the New Order Matching Experience, all order matching settings have been lifted from ExFlow Setup and are now available in an own gathered page.

However, a link to this new ''Order Matching Setup'' will be provided in ExFlow Setup--> Order Matching Section.

Order Matching Setup - Related
Copy Header Values to Invoice/Credit Memo Setup	Read more about this here
Auto Receiving Line Types	Read more about this here
Item No. Matching Priority	Read more about this here
Order Matching Priority	Set an Order Matching Priority for your company. This is a setting for the new Order Matching feature only. Read more about this here

Above features can also be used on a vendor level in "ExFlow Vendor Setup".

Order Matching Setup Sections

General

General
Enabled	Specifies if Order Matching is enabled for the company. This setting is used to enable or disable the Order Matching functionality for the company, after the feature has been enabled.
Match Documents To	Specifies if ExFlow should match and retrieve lines from Posted Receipts/Shipments, or from both Orders and Receipts/Shipments.
Post Receipt & Shipments Automatically	Specifies if Purchase Order Lines of each line type should be automatically received when the matched invoice is set to "Ready for posting". This option is only applicable if "Match Documents To" setting is configured as "Order and Receipt". When running Verify Changes in Approval Status, the purchase order matched lines receipt will be posted on Invoice Document Date. VAT Date on purchase order header and Deferral Posting Dates on purchase order lines will automatically be updated if purchase order Posting date is different than Invoice Posting Date. If both purchase order and Invoice have the same posting date when running Verify Changes, there will be no updates on the purchase order. Purchase order´s Posting Date will also be updated if blank. (Purchase and Payable Setup - Default Posting Date = No Date)
Retrieve Lines Automatically	Automatically retrieve all available lines from the Purchase Order or Posted Purchase Receipt when matching on header level.
Copy Header values to Invoice/Credit Memo	Activate fields to transfer from Purchase Order to Invoice (Or Return Purchase Order to Credit Memo) in Import Journal when using order matching on header level. Selected values can be found and updated under Related --> Advanced --> Copy Header Values to Invoice/Credit Memo Setup.

Auto-Approval

Auto-Approval
Auto-Approve Documents	Specifies if the invoice should be auto approved if the related order is approved
User for Auto-Approval	Specifies the ExFlow user that should be used for auto approved invoices. If this setting is empty, then the id of the logged in BC user is used
Max. Amount for Auto-Approval (LCY)	Specifies the max invoice amount allowed for automatic approvals. 0 = disabled
Max. Misc. Charges (LCY)	Tolerance for field "Auto Approve Invoices". The total amount of invoice lines not matched against PO lines. (For example, freight). When an invoice is generated, lines will not be automatically approved if you did exceed the maximum misc. amount.
Maximum Deviation
Direct Unit Cost (LCY)	Specifies the max allowed price difference between the invoice unit cost and the purchase order unit cost (in LCY).
Direct Unit Cost %	Specifies the max allowed price difference between the invoice unit cost and the purchase order unit cost (in %)
Send Unreceived Order Reminder For Approved Order	An Unreceived Order Reminder is sent when the document is approved and not all the Order Lines are fully received. For this to work "Match Documents To" should be set to "Receipt". Read more about this under section Unreceived Order - Approved

Line Matching Logic

Line Matching Logic
Matching Tolerance
Unit Cost %	Specifies the matching tolerance (in %) when matching an invoice against a purchase order using the line unit cost. 0 = disabled i.e. exact match is needed
Quantity %	Specifies the matching tolerance (in %) when matching an invoice against a purchase order using the line quantity. 0 = disabled i.e. exact match is needed
Check Split Invoice Lines	If “Multiple Line Matching” is true, ExFlow will give action messages for each line that has been split which gives the user an option to manually confirm the suggested matching before creating the document. Turning this setting to false means that no action message will be displayed for matched split lines.
Check Direct Unit Cost	Specifies that ExFlow should check the Unit Cost on the invoice line when matching invoices against purchase orders. The imported invoice needs to be line interpreted for this to work
Check Line Discount %	Specifies that ExFlow should check the Line Discount % on the invoice line when matching invoices against purchase orders. The imported invoice needs to be line interpreted for this to work

Discrepancy Handling & Adjustments

Discrepancy Handling & Adjustments
Automatic Difference Line
Enable	Specifies that ExFlow should create a new line containing the diff. amount, when there is a price difference between the purchase order total and the invoice total
ExFlow Purchase Code	Specifies which purchase code ExFlow should use when creating the diff. line
Max. Amount (LCY)	Specifies the max amount when creating the diff. line. If the diff. amount exceeds this setting, then no diff. line is created. 0 = disabled
Max. Amount (%)	Specifies the max diff % when creating the diff. line. If the diff. % exceeds this setting, then no diff. line is created. 0 = disabled
Automatic Item Charge Assignment	Specifies what type of item charge assignment that should be used when posting invoices. It can be done equally, by amount, by weight or by volume automatically. None = no automatic assignment is done. Read more about this under section Item Charge Assignment

Additional Controls & Settings

Additional Controls & Settings
Matching Delay Doc. Date (Days)	Specifies that ExFlow should delay the matching against purchase orders until xx days after the invoice import date
Matching Delay Due Date (Days)	Specifies that ExFlow should delay the matching against purchase orders until xx days before the invoice due date. Read more about this under section PO Matching Delay Doc. Date and Due Date
Save Matched Lines to OCR Mapping	This option can be used to automatically save manually matched invoice lines from "Matching View" based on vendor, interpreted Item No. These lines will be saved in the ExFlow OCR Import Mapping table and can be re-used to suggest matching for future PO-invoices with same criteria
Use Vendor No. from Matched Purchase Order	Specifies that the vendor number on the matched purchase order should be used instead of the imported invoice vendor information
Disable Currency Filter in Get Receipt Lines	This can be set to improve performance when using Get Receipt Lines in Import Journal. No filter will then be set on Currency Code when opening the selection page (A check that correct Currency is selected is instead done on the insert of the Invoice line)
Enable Warning Messages	When disabled, no warning messages will be presented in the Import Journal regarding order matching.

Order Matching Setup - Related

Copy Header Values to Invoice/Credit Memo Setup

Go to: ExFlow Order Matching Setup --> Related --> Copy Header Values to Invoice/Credit Memo Setup

For customers that interpret and order match on header level, some values on the order can now be copied from the order header to the document header.

Start by activating "Copy Header Values to Invoice/Credit Memo" and then choose fields to be copied.

For US and CA localization Tax Liable and Tax Area can also be copied from the Purchase Order /Return Order to Purchase Invoice/ Credit.

This function can be used on a vendor level via ExFlow Vendor Setup.

Go to: ExFlow Vendor Setup --> ExFlow Vendor Setup Card --> Press “Show more” on Order Matching fast tab.

The fields to be copied will always use settings from ExFlow Setup.

Auto Receiving Line Types

Go to: ExFlow Order Matching Setup --> Related --> Auto Receiving Line Types

By enabling “Auto Receiving Line Types” ExFlow will receive all lines that are matched to a Purchase Order or a Return Order. What ExFlow receives is based on allowed line types from "Auto Receiving Line Types Setup" (Setup automatically opens after setting “Auto Receiving Line Types” set as TRUE).

Click on ''Item'' to make additional settings if you would like to have Auto Receive on Service Items or Non- Inventory Items as well.

Item No. Matching Priority

Go to: ExFlow Order Matching Setup --> Related --> Item No. Matching Priority

This feature helps to determine the order in which the system attempts to match imported invoices against items and order lines.

This can be useful when, for instance, same item no exist in the standard item list as on the vendor item no. Or if importing invoice lines where most are vendor item references, consider giving higher priority to "Item Reference". Disable matching types that give false positive matches or are not used by unchecking them.

Item No. Matching Priority
OCR Mapping	Match Item No. after what is specified in OCR Import Mapping
Default G/L Account/Dummy Item	Match Item No. after the Predefined Account (ExFlow Setup --> General) or Dummy Item for OCR Line Mapping (ExFlow Setup --> OCR Import). This will only be done if the imported Item No. is blank. If there is no imported number and order no. (imported) is blank then it will automatically take dummy G/L Account. If there is Order No. (imported) then it will take dummy item.
Item	Match Item No. after the actual Item No. in Business Central
Item with Vendor No.	Match Item No. after what is added under Replenishment--> Purchase. If a Vendor No. is specified on the Item card, together with a specific Vendor Item No., then this will be prioritized.
Item Vendor	Match Item No. after the Vendor Item No. set on the Item Card in Business Central
Item Reference	Match Item No. after the Vendor Reference set on the Item Card in Business Central
Purchase Order	Match Item No. after the purchase order lines where Purchase Line Vendor Item No. is equal to imported No.
First Run Original No.	ExFlow removes junk characters on interpreted Item No. (all characters which are not A...Z and 0..9) and tries again.
G/L Account	First check is to see if the interpreted order no. has a value. If it is blank, then ExFlow look for G/L Account with imported no. If that is found ExFlow will take that G/L account, otherwise ExFlow take Predefined G/L Account (if account exist under ExFlow Setup --> General). If the imported Order No. is not blank, ExFlow will provide the Dummy Item No. (if any exist in ExFlow setup --> OCR Import) The difference in this option (vs above option ''Default G/L Account/Dummy Item'') is that ExFlow check if G/L Account exists before providing the Predefined G/L Account.

Set up an Item No. Matching Priority to choose in what order to match. These settings allows ExFlow to perform more advanced matching of items and order lines based on priority and matching type.

Use the "Move Up" and "Move Down" buttons to move matching types up or down the list. The higher a matching type is placed, the higher priority it has in the matching process.

Order Matching Priority

Go to: ExFlow Order Matching Setup --> Related --> Order Matching Priority

Specify the order matching priorities to get a better hit on the valid data in Business, depending on the company order matching processes.

Set an order on the relevant order matching methods. Uncheck the use checkbox on irrelevant matching method.

Order Matching Priority is applied when the incoming document has a related order number and ExFlow has found and matched a related purchase order.

The matching priorities decide in what order the matching methods are applied to purchase lines.

Order Matching Priority menu
Move Up	Use Move Up option to set the priority of matching methods. If the highest priority fails to get a match, the next method will try to match on it’s conditions.
Move Down	Use Move Down option to set the priority of matching methods. If the highest priority fails to get a match, the next method will try to match on it’s conditions.
Multiple Field Setup	Enable "Show Advanced Setup" to access Multiple Field matching methods. Read more under ''Multiple Field Matching''.

Matching Methods
Item	Basic Item No matching.
Item With Quantity and Unit Cost	Matches on Item No in combination with quantity and unit cost.
Quantity and Unit Cost	No item no matching, only matches to Quantity & Unit Cost.
Quantity:	Matches based only on quantity.
Line Amount:	Matches based on total Line Amount.

Fields
Use	Specify is the matching method should be used or not.
Skip Tolerances	Specifies if the method should skip tolerances for unit cost and quantities.
Index Key	Optional to select an appropriate Index-key to increase matching performance. Example: When adding Index Key 8, faster queries on Item No. & Variants lookups.

Multiple Field Matching

Go to: ExFlow Setup --> Related --> Order Matching Priority Setup --> Show Advanced Setup

With Multiple Field matching, ExFlow can configure additional matching methods than listed in ExFlow Order Matching Setup. These settings are available on a Vendor specific level, too.

Multiple Field Matching feature can match on one or more specified fields from an incoming purchase invoice/credit line against the order/credit documents in Business Central.

This matching method also lets the user match incoming documents against 3rd party ISV or customized fields on the Purchase Line (39) table.

Multiple field matching should not be used in conjunction with other matching methods. If you create multiple records for multi-field matching, consider configuring these methods at the vendor level rather than at a general level.

Examples of Multiple Field Matching field setup

1. Multiple field matching should not be used in combination with other matching methods and if you create multiple records of multi field matching, consider setting up the methods on a vendor level rather than a general level.
2. Activate “Multiple Field Matching” by enabling the toggle “Show Advanced Setup”
3. Select the matching method “Multiple Field” and click “Multiple Field Setup”
4. Create a new code, give it a description and select “Multiple Field Setup” again.
5. Select which ExFlow field that you want to match with “Purchase Order Field”

Matching Import Invoice Line Description (ExFlow Field No: 12013662) to match the Purchase/Return Order line Description (BC Purchase Line Field No: 11, Related Table 39):

Matching Import Invoice Item No. Field (ExFlow field No: 6) and Variant Code field (ExFlow Field No: 12068803) to Purchase Line Item No: (6) and Variant Code: (5402):

Here, the (5401 Item Variant) is added as a related table as the Purchase Line Variant Field is fetched from this table.

The Item Variant table (5401) is intrinsically linked to the Purchase Line table (39). To ensure comprehensive data integration and streamlined operations, it is essential to establish the Item Variant table as a related table. This relationship facilitates accurate tracking and management of item variants within purchase orders, enhancing overall efficiency and data consistency.

Order Matching Workflow

We are pleased to announce the launch of a completely new Order Matching Engine, delivering a significant enhancement to accounts payable operations through improved accuracy, configurability, and process efficiency.

This update introduces a redesigned Order Matching Setup, an intuitive configuration Wizard, and an enhanced Manual Order Matching interface, all developed to provide a more streamlined and user-friendly experience.

Among the key improvements is the implementation of priority-based Order Matching Settings, allowing organizations to define and manage matching logic based on their specific business priorities. The engine also introduces support for Multi Field Matching, enabling customers to create highly customized matching configurations tailored to their operational needs.

In addition, the new engine supports Base Unit of Measure Conversion, addressing common challenges that arise from unit discrepancies between purchase orders and invoices, and ensuring more accurate and consistent reconciliation.

Together, these enhancements represent a major advancement in the automation and flexibility of the order matching process, empowering finance teams to manage both routine and complex scenarios with greater confidence and control.

Import Journal

When AP has imported all documents to Import Journal, there often are a couple of order matched related errors.

With the new Order Matching feature, AP can get a lot of help to ease their workload from responsible Purchasers to manage and correct their orders or giving other input on how to proceed with the document.

Read more about this under Purchaser View.

Filter Options

With the new Order Matching Feature, the Import Journal User interface has changed in form of new filter options.

On the Import Journal header, AP can filter on:

• Documents With Exception Codes added by the Purchaser via ''Filter Documents With Order Exception''. Read more about this under Purchaser View
• Order matched Error Types via ''Error Filter''
• Document status via ''Document Filter''

Filter Documents With Order Exception

AP can enable ‘’Filter Documents with Order Exception’’ to filter the journal on Purchasers added Exception codes, to follow up purchasers added work, and to continue with handling the document.

Read more about this under Correcting the document as AP in Import Journal

Error/Document Filter

AP can also utilize the Error/Document Filter to get a better overview of imported documents with error messages and filter on a Document Filter to get a better sorting of document statuses.

Filter on Error Type only, or combined with Document Filter.

Document Filter Option ''All Documents Ready to Create'' cannot be filter together with an Error Type, since the document is completed and ready to be sent for approval.

Error Type Filter
Line not matched to order	Specifies the error /Action Message
Order No is missing	Specifies the error /Action Message
Line cannot be matched because of due date setting	Specifies the error /Action Message
Line cannot be matched to receipt/return shipment	Specifies the error /Action Message
Difference line is over maximum tolerance	Specifies the error /Action Message
Unit cost difference between document and order	Specifies the error /Action Message
Line discount % difference between document and order	Specifies the error /Action Message
Check split line	Specifies the error /Action Message
Line Type Mismatch	Specifies the error /Action Message
Line No mismatch	Specifies the error /Action Message
Quantity on line is greater than received/shipped	Specifies the error /Action Message
Posted document exist for th line	Specifies the error /Action Message
Same line is matched on another document	Specifies the error /Action Message
Quantity cannot be higher than matched	Specifies the error /Action Message
Multiple matching with same No and Quantity is not allowed	Specifies the error /Action Message
Imported Unit of Measure does not exist	Specifies the error /Action Message
Available quantity is not sufficient on the order line	Specifies the error /Action Message
Order is not released	Specifies the error /Action Message
Currency Code Mismatch	Specifies the error /Action Message
Line Not matched due to missing No.	Specifies the error /Action Message

Document Filter
All Documents	Shows all documents.
All Documents Ready To Create	Show all documents without error which are ready to be created.
All Documents With Error	Shows all documents which have error. In case of order related documents all error will be included.
All Order Related Documents With Error Without Exception	Shows all order related documents which have error, without exception. No handled errors are included.
All Order Related Documents With Error With Exception	Shows all order related documents which have error, with exception. No handled errors are included.
All Order Related Documents With Handled Error	Shows all order related documents which have handled errors.

Import Journal - Import Lines

Multiple Error List

When imported Order Matched document lines with errors are imported to the Import Journal, AP can view all issues in an gathered error list, called Multiple Error List, instead of handling one error, one by one and verifying the document to get the next error.

AP can click to inspect the errors. This line has only one error to be handled:

Manual Order Matching

Go to: ExFlow Import Journal -–> Actions -–> Order -–> Manual Order Matching (Alt+M)

The Manual Order Matching page offers a simple process to match order lines to imported invoice/credit lines on a document level.

The page presents the document lines of the left hand side and order lines on the right. With easy-to-read columns that displays the quantity matched and the remaining quantity to match.

Matched Order Lines will be bolded for clarity, so the AP can easily see which import line that is connected to which order line and can make the correct adjustments.

Manual Order Matching
Match Line	Use this function to match selected line.
Un-Match Line	Use this function to release matching for selected line to rematched against other order line. Split lines will be reverted.
Remove Order No.	Use this function to remove the order no from the selected line.
Verify	Use this function to verify the document for selected line.
Verify All	Verify all document lines.
Auto Assign Receipt/Shipment	Use this functionality to automatically assign the receipt/shipment to the lines.
Order Card	View or edit detailed information about the order or return order on the purchase document line.
Document Card	View the document card for the selected document.
Action
Order Line Related Documents	Shows where the selected order line is used on the chosen purchase document.
Filter/Unfilter Same Import Line	Filter/Unfilter to show other documents or lines with the same Order No. and Order Line No.
Action – Email
Send Receipt Reminders	Use this function to send receipt reminders for selected lines. (Only applicable if Match Documents = Receipts are set)
See Email Log	Use this function to send receipt reminders for selected lines.
Send Email to Vendor	Use this function to send email to vendor or other.
Sent Emails	View a list of emails that have been sent regarding this document.
Related
About ExFlow	Get current versions and convenient links
Related - Files
Show Document Image (Ctrl+I)	Use this function to display the document image for the currently selected document.
Show Import Details (OCR)	Use this function to display the OCR import data for the currently selected document.

Related Order Features
Lookup Possible Use by Words:	Display the number of occurrences words has been used in documents and transactions.
Lookup Common Usage by Description:	Display the number of occurrences Description has been used in documents and transactions.
Lookup Common usage by Item No:	Display the number of occurrences Item No. has been used in documents and transactions.

Exception Code

Exception Code is used by Purchasers to give AP team guidance for handling order matched lines with error, enabling them to proceed with their work efficiently and accelerating the approval-to-posting process.

Exceptions
Action Message	The error message for the document line
Exception Code	Error Code that purchaser can add, to signal to AP team on how to proceed to resolve/handle the line with error. This is the''Multi Error List'', edit the list to make changes.
Exception Description	Description of the Exception Code
Exception Created By	Show the User that added the Exception Code
Handled Time/Date	Show the User that resolved the error

Transfer Exception Codes between environments

Exception Codes is available for data transfer in functions Copy Setup and Import/Export

FactBoxes

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Discussion Panel

Use Discussion Panel to communicate, as usual, with colleagues and web approvers.

Incoming Document Files

Download Incoming Document or attach other files.

Base Unit of Measure Conversion

ExFlow supports matching towards different Units of Measure, given that correct relations are set on the Item card --> Item unit of Measure and base UOM is set.

Users can interpret documents with one UoM and match it against another Order line UoM. ExFlow uses and post documents with order UOM in the end.

To facilitate precise inventory and order management when performing “Manual Order Matching” by enabling the 'Use Base Quantity' toggle. This functionality allows all quantities to be displayed in their base unit of measure, ensuring consistency and clarity across document and order lines.

Go to: Import Journal --> Actions --> Order --> Manual Order Matching (Alt +M) --> Use Base Quantity

By activating the toggle ''Use Base Quantity'', Accounts Payable (AP) can view all item lines in their base quantity, regardless of the unit of measure (UoM) used during import. For example, if a document is imported with a different UoM, such as 2 Boxes (KARTONG) at 500 SEK each, it can still be accurately matched to an order line specified as 20 PCS at 50 SEK.

In this example, we imported an invoice with 2 KARTONG (1 KARTONG=10 PCS) matched to an order with 20 PCS.