Purchasing

Line-level matching for AP Automation—General availability

Line-level document matching introduces a more precise way to automate transaction processing with AP Automation with Purchasing. For line-level matching, AI does the following:

  • Matches the vendor document to the source Purchasing transaction.

  • Populates line items in the target transaction using data from the uploaded or emailed vendor document, rather than the source transaction.

  • Flags any differences found in terms of price or quantity between the vendor invoice and the source transaction.

Key benefits

  • Strengthen your purchasing process with intelligent 3-way matching between purchase orders, receivers, and vendor invoices while eliminating the need to convert transactions manually.

  • Quickly identify AI-flagged discrepancies in quantity or price between the automated transaction and source transaction, allowing you to determine and resolve line variations and unexpected lines.

  • Minimize review effort on minor differences with match tolerance thresholds.

How it works

  1. Go to Purchasing > Setup > Configuration.

  2. Select Override header-level matching with line-level matching.

  3. Select Save.

Continue emailing and uploading documents for processing.

View a summary of exceptions when there are discrepancies between matched transaction lines. For example, the purchase order has an item price of $5, but the vendor invoice charged you $8 for that item.

""

  1. Select View exceptions to see the discrepancy summary when AI flags lines that do not match.

  2. Edit the automated transaction lines or post the exceptions as needed.

Permissions and other requirements

Subscription

Purchasing

Accounts Payable

AP Automation

Sage Cloud Service
Regional availability

All regions
User type

Upload transactions for Purchasing automation

  • Business, Platform, Project manager, or Warehouse user

View, edit, and post automated transactions

  • Business, Platform, Project manager, or Warehouse user

Move a draft transaction to the Accounts Payable workflow

  • Business user
Permissions

Accounts Payable (to change a draft transaction to an AP bill)

  • Bills: Add

Purchasing (to view or edit the automated transactions)

  • Automated transactions: List
  • Purchasing transactions: View, Edit, Add, Delete, Override exceptions
Configuration
  • Select Enable draft mode for the top level and each entity
  • Select Automate transactions with header-level document matching
  • Select Override header-level matching with line-level matching