1. Using Fiscal Document Capture
  2. Task Flow for Description-Based Purchase Orders

Task Flow for Description-Based Purchase Orders

Description-based POs are also called catalog-based punch out items. They are purchase orders with only description, and without an item reference. They are routed as expense destination.

These POs can additionally have supplier item reference on the PO line or can only have description or can also have an internal item.

The flow for these POs is very similar to the standard purchase order flows. You can create complementary fiscal documents and support freight fiscal documents for description-based purchase orders as well.

For description-based POs, while importing the fiscal document, here's how the processing logic works:

  • The supplier item reference on the purchase order line is used for matching with the inbound fiscal document line.

  • Fiscal document Item matches with the internal item.

  • If the fiscal document item doesn't match with internal item, the application checks if it matches with the supplier item. If match is found, this reference is used to identify if the POs schedules are available to assign to the fiscal document line.

  • If this match finds PO schedules both with and without an item, then first preference is given to associate the POs which matches the description on fiscal document line in XML. If the match fails, then the quantity and price filters are used to break the tie. If still there are multiple records, then preference is given to the PO Schedule without the item over the one with item.

  • If the details given on the fiscal document in XML for item doesn't match with the internal item or supplier item on the PO, then application checks if the description has a match. If nothing matches, then the fiscal document will be listed in the Exceptions page for manual intervention.

  • If the check with supplier item returns POs with item and without item, then first preference will be to associate the POs which has match with the description on fiscal document line in XML. If the match fails, then the description-based PO will be associated to the line.