In this topic you will learn how to Inquire on a Purchase Order to Determine the Match Rule.
You wish to determine if an item (invoice) needs to be received in the PeopleSoft system in order to be processed for payment by Accounts Payable. Your goal is to determine the Match Rule of the Purchase Order associated with that item.
Click Review PO Information
Click the Collapse button to expand your workspace.
Business Unit:
Your Business Unit should default into the field when working in Production. If it does not default into this field, enter it or select it by clicking the Look up Business Unit button next to the Business Unit field. Then contact your Purchasing Superuser to ensure that your Business Unit defaults into this field when inquiring on future purchase orders. See below for a list of Business Units.
Enter the desired information into the Business Unit field. Enter "LSUNO".
Enter the desired information into the PO ID field. Enter PO number: 00366627
Click the Search button.
Click the Matching link to determine the Match Rule for this PO.
Note:
The Match Rule for this PO is "STANDARD" and, therefore, a receipt must be entered for this PO. If the Match Rule for the PO is "No Match", then a receipt must not be entered for the PO.
Click the Return button.
Click the Line Details button.
Note:
The information to the right of Recv Reqd indicates that receiving is required for this PO, therefore a receipt will be entered for this PO. If Required does not display next to Recv Reqd then a receipt will not be entered for this PO.
Click the Return button.
Notice: A receipt is required.
This completes Inquire on a Purchase Order to Determine the Match Rule.
Business Unit:
Your Business Unit
Enter the desired information into the Business Unit field. Enter "LSUNO".
Enter the desired information into the PO ID field. Enter PO number: 00366627
