Quantity field and automatic matches

On invoices for materials, when you enter a number in the Quantity field of the Invoice Lines tab, a search is performed for matching material receipts. In seeking a match between an invoice quantity and a receipt quantity, a match is made to either a single quantity in a receipt line item or to the total quantity for a receipt.

The search for a match is performed according to the following criteria:

  • If you enter an invoice quantity that equals a receipt quantity, the invoice is matched with the receipt.
  • If you enter an invoice quantity that is less than a receipt quantity, the invoice is matched with the receipt.
In any of the following cases, you receive a warning and the invoice is not matched with the receipt:
  • You specify a purchase order and a purchase order line item. The invoice quantity exceeds either the quantity that has not been invoiced or the order quantity.
  • You specify a purchase order and a purchase order line item. The invoice quantity causes an invoice total exceeding the total cost of the purchase order.
  • You specify a purchase order on which the Receipt Required check box is selected, and you enter a quantity that does not match the receipts.