Purchase Invoice failing to post with Unauthorised Purchase Order error

Posting Purchase Invoices with Unauthorised Purchase Orders in Sage 200

When posting a Purchase Invoice, Spindle Purchase Invoice Recognition will check if the corresponding Purchase Order(s) requires authorisation in Sage 200.

If the Purchase Order requires authorisation, the Purchase Invoice will fail to post with the following message shown in the Document Portal:

“The Purchase Order(s) for this Invoice has not been authorised. Please check & authorise the PO in Sage and try again by clicking Post.”

Post Purchase Invoice after authorising the Purchase Order

Once the Purchase Order has been authorised, you can click the 'Post' button to retry posting without having to upload the document for recognition again.

Allow Purchase Invoices to post into Sage 200 with a Query Flag

You have the option to post Purchase Invoices with a Query Flag (U) where the Purchase Order(s) is unauthorised,

Note: This will require you to make a configuration change on your server.

1. On the server, open the Spindle Document Management Server Administration tools

2. Click on Recognition...

3. Click on System Configuration...

4. Click on the Advanced Settings tab

5. Go to the ‘If Purchase Order is Unauthorised’ option and select option 1:

Apply Query Flag (U) to the Purchases Invoice
Purchase Invoice Cannot be Posted

6. Click OK

7. You will be prompted to restart the Spindle Purchase Invoice Recognition services. Note: The Draycir Cloud Synchronisation Agent must be restarted for the changes to take effect.

Server Administration - Apply Query Flag for Unauthorised Purchase Orders