Dealing with Cancelled IRIS Purchasing Documents in IRIS Invoice Matcher

IRIS Invoice Matcher uses Goods Received Notes (GRNs) and Purchase Orders (PORD) documents from IRIS Purchasing when matching invoices.

If the documents from IRIS Purchasing have been cancelled, when the invoice is received the software is unable to match the invoice to the required GRN or PORD so that it can be processed and posted.

This topic assumes you are familiar with creating and cancelling GRNs and PORDs in IRIS Purchasing. For more information, please see How to - Create a Goods Received Note (GRN) in IRIS Purchasing, How to - Create a New Purchase Order in IRIS Purchasing, or How to - Cancel Items or Documents in IRIS Purchasing in our Knowledge Base.

Dealing with cancelled IRIS Purchasing documents consists of the following:

Dealing with Cancelled Goods Received Notes (GRNs)

Dealing with Cancelled Purchase Orders (PORDs)

Dealing with Cancelled Goods Received Notes (GRNs)

If you need to cancel a Goods Received Note (GRN), for example because the information entered was incorrect, and it is linked to an invoice being matched using IRIS Invoice Matcher, the invoice remains unmatched until a GRN matching the details of the invoice is created and linked to the purchase order to which the invoice relates.

If you cancel a Goods Received Note (GRN) in IRIS Purchasing the receipt is removed from IRIS Invoice Matcher leaving the Purchase Order without a receipt. You need to create a new GRN for the Purchase Order in order to continue processing the invoice.

Dealing with Cancelled Purchase Orders (PORDs)

If you need to cancel a Purchase Order (PORD), for example because the information entered was incorrect, and it is linked to an invoice being matched using IRIS Invoice Matcher, the invoice remains unmatched until a PORD and GRN that match the details of the invoice are created.

If you cancel a Purchase Order (PORD) in IRIS Purchasing the purchase order is removed from IRIS Invoice Matcher leaving nothing to which the invoice can be matched. You need to create a new Purchase Order that is then approved, then create a GRN that matches the details of the purchase order to continue processing the invoice.