Not all POs have specific items, with knowledge of the corresponding quantities and unit prices which will fulfill them. To support this, Vic.ai has document-level (aka blanket) PO matching. This focuses the AI on matching to the overall Amount and Quantity of a PO instead of looking for the Item ID or Unit Price.
Note, the UI will look different compared to line-level PO matching. Depending on your companies Configuration, all, some, or none of your POs may have document-level matching. This is not something that you can toggle in the UI, but it set when the PO is synced into Vic.ai.
Matching for Document-level POs:
A match is made between the invoice and the PO on the same criteria as with line-level matching:
Vendor
PO number (predicted or manually added)
Company (GOC Configuration only)
If the invoice matches to a PO, then the item line(s) on the invoice will be grouped, and condensing into a single summary line. This summary line will show the sum of the quantity and the amount, which is then fulfilled against the PO.
To expand the grouping, you can click enter with the summary line highlighted, or click the ">".
Note, if there are multiple PO lines, then the matching algorithm will still run to match the invoice to the best fit.
Manually Creating Summary Groups
If you need to edit the summary groups, for example if there are multiple PO lines and the AI didn't correctly match them, follow these steps.
With the PO toggle disabled, select existing summary, and then click "Remove Group"
Select desired lines, and then click Group Lines button
Repeat as necessary
PO Mismatch flows for a Document-level PO
The existing PO mismatch flows will apply to document-level POs.
Summary line amount will compare to the remaining PO amount
Summary line quantity will compare to the remaining PO quantity
Unit Price triggers are ignored for Document-level POs
Fulfilling a Document-level PO
A document-level PO will be fulfilled and enter the Closed status when the remaining PO amount is $0.
Determining PO Match Type
To confirm the PO match type, hover over the document icon to the left of the PO lines
