Description

If an item number on a vendor invoice does not match 100% with what is on the purchase order, the lines will not be matched automatically.

When internal item numbers and vendor item numbers do not match, you can use relationships between item numbers at the vendor level instead. In this case, the system first attempts to match item numbers one-to-one, and if no match is found, it searches within the vendor's item numbers.

These relationships are automatically extracted from the ERP system.

Creation and synchronization from BatchFlow

Creation

If the setting "Allow creation of new relationships between item numbers" is enabled, you will have the option to create relationships between item numbers directly from the matching interface in BatchFlow.

These relationships are stored exclusively within BatchFlow unless otherwise specified in the setting.

When you match two lines, a pop-up automatically appears suggesting to create the relationship, where you can simply click "Create" (or press Enter) or "Cancel."

Open

They can also be created retroactively after matching an item line with a purchase order line by clicking on the item number on the right side:

Open

Afterwards, you simply enter the vendor's item number and click on the green plus sign:

Deletion

If you want to delete an existing relationship, you open the item number on the right side and click on the red trash can icon.

Synchronization

If the setting "Synchronize new relationships between item numbers to ERP system" is enabled, newly created relationships are automatically synchronized to the ERP system.

This means that within a few minutes of creating a relationship, it will also be available in the ERP system, ensuring that this record is consistently maintained.

If you delete a relationship, it will also be removed from the ERP system.