Here you can specify the general settings and defaults for the NAVAX Automatic Order Matching.
General, Fields
Activate Purchase Order Matching
Activates the automatic order matching. In the purchase invoice, the relevant fields are visible. A job queue entry is created for periodic order matching.
Automatic Approval
Specifies whether purchase invoices are automatically sent to the approval workflow as the order match has been successfully completed.
Order Matching Tolerance (%)
Specifies the allowed Difference in Value between the Purchase Order and the Purchase Invoice
Automatic Matching Error after (Days)
Defines how long a Purchase Invoice can be in the Status “Waiting for Goods Receipt” until the status automatically changes to Matching Error.
In order for automatic order matching to be carried out, the function Activate Purchase Order Matching must be turned on in NCAOM Automated order matching setup.
This automatically displays the following fields in the purchase invoice:
Total excl. VAT (vendor)
VAT (Kreditor)
MwSt (Kreditor)
Total incl. VAT (Kreditor)
Detailed Status
In addition, the job queue entry 70161700 / Perform order match is created and activated.
The job queue entry is created as a recurring task and starts daily at 02:00:00.
Important
The job queue entry is created with the user who activates order matching. This user needs to have the permission to execute the Get receipt lines and Send approval requests.
You can define whether the approval request should be requested automatically after the order match has been successful, how long the order match should run for before the detailed status is set to order match timeout and what difference in % between a purchase invoice and a purchase order is considered a successful match.
Actions
NAVAX license overview
Opens the NAVAX license overview, which shows the current license status of the NAVAX extensions.
