AP Doc recognition service question

Hi ​@Harry ,

To answer your question about PO linkage, in general, the system links invoice lines to POs/receipts during recognition by:

• recognizing the vendor and line-level alternate IDs (vendor item numbers) and specifying related Inventory ID,
• retrieving candidate POs for each line, comparing the PO numbers to those recognized in PO (if any)
• validating the candidate PO line (same vendor/location, PO type and status, and that the PO has a suitable billable line for the same item with the appropriate quantity/unbilled rules),
• and then populating the PO Number (and PO Receipt Nbr. when billing is based on receipts and the receipt line can be identified uniquely).

The system will only auto-link when there is a single eligible PO/receipt line left after validation; if multiple options exist, they will be shown in the Link Line dialog box so the user can select the correct one.

However, there are known issues currently affecting some of these scenarios that may explain the behavior you're experiencing:

1. If the Allow Bill Before Receipt checkbox is CLEARED for the vendor, the system will not automatically link a non-stock item (that does not require receipts) to the PO.

2. Scenario 3 in the table, If the Allow Bill Before Receipt checkbox is SELECTED for the vendor, and the PO line status is Completed, the system will not link the line to the PO. 

We fixed these issues in 26R1. See the Improved Recognition of AP Bills section in the Inventory and Order Management: Changes to Processing of Vendor Bills topic of the Release notes.