Processing One Invoice Against Multiple Purchase Orders

Overview

In some cases, a vendor may issue a single invoice that covers multiple Purchase Orders (POs). Processing each PO separately can be time-consuming, especially when the invoice includes a large number of purchase orders.

If the purchase orders are being fully paid by the invoice, consider using the Batch Transfer process in Microix.

Recommended Method: Batch Transfer

The Batch Transfer process allows multiple Purchase Orders to be processed together under a single invoice instead of creating and processing an individual payment for each PO.

This can be useful when:

• One vendor invoice covers multiple Purchase Orders.
• The Purchase Orders are being fully paid.
• You want to reduce the amount of manual processing required for each individual PO.
• The resulting transactions should be associated with the same vendor invoice.

Using Batch Transfer can provide a more efficient method of processing multiple completed Purchase Orders when they are included on the same invoice.

What If the Purchase Orders Are Only Partially Paid?

If the invoice is only paying a portion of one or more Purchase Orders, the Batch Transfer process may still be used. However, you will first need to create a Partial Payment document for each PO that is not being fully paid.

Once the partial payment documents have been created, you can use the Batch Transfer process to select and process a combination of:

• Partial Payment documents
• Fully paid Purchase Orders

This allows multiple related documents to be processed together under the same invoice.

Partial payments require Microix to identify which PO lines and amounts are being paid while leaving the remaining PO balances open for future payment.

Recommendation

If multiple Purchase Orders are being fully paid under a single invoice, use the Batch Transfer process to reduce the need to process each PO individually.