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When working with invoices, an Operator can check that invoice items match the order details. For each purchase order number found on an invoice, a Purchase Orders group element is displayed. It contains the following:
  • Order Number field – Displays the order number found on the order image.
  • Total field – Displays the order total found on the order image.
  • Order Checked check box – Confirms that the Order Number and Total invoice fields are correct for an order. You can select it only manually.
  • Details… button – Displays a table of the order items.
To set up how the columns are displayed in the table, click the Column settings button button in the left corner of the table. You can also use the search function to find text in the item fields.

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Confirm items with a quick inspection

If a quick visual inspection confirms that the items were matched correctly, select the Order Checked check box. This confirms that all invoice items correspond to the order. After a rule recheck of all items in Line Items that correspond to a single order number, the Is valid check box is selected automatically.

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Match items in detail

For a more thorough inspection, match order items to invoice items in Line Items manually. Item matching simplifies the visual comparison, because you can see excess and erroneous non-matched items in Line Items, and missing items (when not all rows in the order item table are matched). Item matching can also be required when exporting invoice data.
1

Open the order item table

Click Details… to open the order item table.
2

Match the corresponding items

Compare each order item to its invoice item, and match them in one of the following ways:
  • Select a row in the Line Items table, and click the + symbol in the matching row of the order item table.
  • Select a row in the order item table, open the shortcut menu for the matching Line Items row, and choose Bind Row.
To undo a Bind Row command, choose Unbind Row from the Line Items shortcut menu.
After you match a row, its Is valid check box is selected, and the OrderItemId field contains the order item index of the matched row. For items that were not matched, fill in the OrderItemId field manually.
If an order number was not found on the image and so was not transferred to the data form, click the Add ‘Purchase Order’ item link. This adds an empty element to the Purchase Orders group. Fill in the Order Number and Total fields, either by indicating the location of these values on the image or by entering them manually.