Posting Purchase Invoices into Sage 200 for Direct Delivery line items
When posting a Purchase Invoice, if 3-way matching is enabled, Spindle Purchase Invoice Recognition will try to match the Purchase Invoice lines against the Goods Received Notes in Sage 200.
If the Purchase Invoice contains a ‘Direct Delivery’ line item(s), the Purchase Invoice will go into a ‘Discrepancy’ status on posting, with the following message in the Document Portal:
“You have not matched some or all of the invoice quantities to receipts. If the invoice contains Direct Delivery item(s) you are able to continue by clicking on the Post button.”
Disable Discrepancy check for Direct Delivery line items
You have the option to disable the Discrepancy check for Direct Delivery line items.
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. Set 'Skip Discrepancy status if Direct Delivery items(s) on Purchase Order' to Yes
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 - Skip Discrepancy for Direct Delivery items