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PO Matching Demo Walkthrough

1. Sign in to Infor Ming.le

2. Click on the Infor Ming.le URL to start using LN UI with a valid LN username and password
After successful “Sign In”, User’s are logged on to the server.
Override directly to any desired step in Infor LN workbench application:
Users can now go to any step in Infor LN workbench applications directly by writing the system-generated parameters of each business enhancement based on server location, username, and workbench application. The parameters are shown on the lower right side of the screen.

Choose Menu → Options → Run Program

The shortcut here “gr” on the keyboard
List of some Program Codes to override directly to any desired step in Infor LN:

Sales-related enhancements

In this section, we will provide a brief explanation of the sales-related enhancements.

Generate Purchase Order

  • In order to generate a new Purchase Order Click on Workbench Bestellungsaufkommen
  • Enter all the necessary details in the new purchase order layout, such as Quantity, Supplier name, and Article number.
  • The next step is to save the Purchase Order details and then click on ‘GENEHMIGEN’
  • Each Purchase Order has a unique ID generated once you approve the order.
  • Once the order is created by the user, next is to print the order and sent that Purchase Order invoice to the supplier.

Order Confirmation

Once the Purchase Order is delivered to the supplier, the supplier sends backs an “Order Confirmation”.

This order confirmation needs to be matched against the PO.

PO Matching

The process of matching PO against the Order Confirmation is called “PO matching”.
For PO matching the best tool is DocBits, which can be easily automated. The easy training and AI swarm intelligence enable fast results at a high level, not just for header data but for line items in table extraction. The seamless Infor integration with the Infor BODs allows for automating the entire process with validation and export. Reduce time and costs very fast and effectively with DocBits.
  • Upload the Order Confirmation in DocBits 
  • Here you will find the PO matching button either Red or Green. If the PO matching button is “Red” this means documents do not match, else quantity on the order confirmation does match the quantity of the purchase order then the PO matching button turns “Green” as in the picture below.
  • The main advantage of PO matching in DocBits is that DocBits automatically extracts table and line items correctly from an Order Confirmation with the help of AI which results in more efficiency.
  • Access the matching overview by clicking on the PO matching symbol on the Dashboard.
  • This can also be done by choosing PO MATCHING in the lower left side when you have opened the document on the validation screen.

Scenario 1: PO gets matched

  • As the purchase order matched against the Order confirmation.
  • All matched rows have a green icon at the start as shown in the figure above.
  • After dragging and dropping the appropriate data row(s), the document is ready to be exported.
Buyers Conformation (Matched)

Once the matched Order Confirmation is exported in DocBits, the next crucial step is Buyer Confirmation. The Buyer must confirm it again.

Scenario 2: PO not matched

  • As the purchase order is not matched against the Order confirmation.
  • Unmatched rows have a red icon at the start as shown in the figure above.
  • After dragging and dropping the appropriate data row(s), the document is ready to be exported.

Buyers Confirmation (Not Matched)

Once the unmatched Order Confirmation is exported in DocBits, the status on Infor LN is changed to “Geändert”. The next crucial step is Buyer Confirmation. As the Buyer confirms with the terms & conditions of the supplier, the status on Infor LN changed to “In Bearbeitung”.

Delivery Note

As the Buyer confirm it in Infor LN, only then supplier sends a delivery note to Warehouse, for inventory shipment to buyer address. This Delivery Note needs to be matched against the PO.
 

PO Matching

The process of matching the PO against the Delivery Note is called “PO matching”. For PO matching the best tool is DocBits, which can be easily automated. The easy training and AI swarm intelligence enable fast results at a high level, not just for header data but for line items in table extraction. The seamless Infor integration with the Infor BODs allows for automating the entire process with validation and export. Reduce time and costs very fast and effectively with DocBits.
 
  • Upload the Delivery Note in DocBits
  • Here you will find the PO matching button either Red or Green. If the PO matching button is “Red” this means documents do not match, else quantity on the order confirmation does match the quantity of the purchase order, so the PO matching button turns “Green” as in the picture below.
  • The main advantage of PO matching in DocBits is that DocBits automatically extracts table and line items correctly from Delivery Note with the help of AI. which results in less time and costs.
  • Access the matching overview by clicking on the PO matching symbol on the Dashboard.
  • This can also be done by choosing PO MATCHING in the lower left side when you have opened the document.
  • A new match from the purchase order can be added to the delivery note by dragging and dropping the appropriate data row(s). You need to confirm the mismatched properties.
  • Save to apply all changes.

 

Once everything is correct and all the ticks are green, it means PO is matched . This means you will find the green ticks symbol as the both documents match. After quantity on the delivery note matches the quantity of the purchase order then the document is ready for validation and is exported.
The export file needs to be reconfirmed through the OneView Function of Infor LN
 
In order to check whether the export file was accepted or rejected, we use OneView from ION Desk in Infor ION Desk.
You can easily find your Delivery Note by Date, Time, or Document ID.
Once you have found your Delivery Note. You need to click on the File sign to check whether the file was received or not. This is indicated underneath the section <Status>.
This means that the Delivery Note was successfully integrated in Infor LN.

Change in Status

Once the Delivery Note is exported in DocBits, the status of the Purchase Order in Infor LN changed from “ In Process” to “Completed”. This means the purchase is completed and delivery will be sent to Buyer address no later than the promised Delivery Confirmation Date.

Checking whether goods have arrived in the warehouse

In case Goods are received in the warehouse as shown in the picture above, the section “Wareneingang” has all the details regarding the Goods and the status will be “confirmed” in Wareneingang.
However, if the Goods are not received in the warehouse as shown in the picture above, the section “Wareneingang” is empty and has no details regarding the Goods.
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