# How to match a voucher to a purchase order in CloudSuite Industrial

In CloudSuite Industrial, open the purchase order, compare each voucher line to the purchase order line on quantity and unit price and query any difference before you approve.

Matching a bill to a purchase order means checking the invoice lines against what was ordered (and sometimes received) before you pay.

## Before you start

- Purchase order and receipt (GRN) recorded

## The CloudSuite Industrial way

Where to find it: Generate A/P Transactions

1. Open Generate A/P Transactions and pick the Vendor and Voucher option
2. On Additional Material Selection tick Generate from PO or Generate from GRN and choose the range
3. Click Select Matching to list receipts on the Material tab
4. Delete lines not on the invoice and edit To Vch/Adj quantity and unit cost
5. Check totals and click Generate

## Limits in CloudSuite Industrial

- Matching is by receipt. Goods not yet received have nothing to match unless a Pre-Register is used
- Quantity and cost matching are on one form, not a separate invoice-vs-PO screen

## Good to know in CloudSuite Industrial

- If total distributed PO cost does not equal vouchered lines, the system gives an error

## The Pulsify way

1. Sync your open POs from CloudSuite Industrial to Pulsify.
2. Forward the supplier's invoice. Pulsify links it to the right purchase order.
3. Pulsify matches each line on quantity and unit price, to within 1 cent.
4. Review flags for price differences, extra quantity and lines not on the PO.
5. Approve. The voucher is created in CloudSuite Industrial against the purchase order.

Pulsify connects to CloudSuite Industrial. We set up the connection for you.

What Pulsify does not do here:

- Pulsify has no tolerance setting. It compares to the cent.
- Flags are warnings. Your approver decides.

## Common mistakes

- Leaving lines on the Material tab that are not on the invoice.
- Not editing To Vch/Adj quantity and unit cost to match the invoice.

## Common questions

### Can I match goods that are not received yet?

Matching is by receipt, so goods not yet received have nothing to match unless a Pre-Register is used.

### How do I pick the receipts?

On Additional Material Selection tick Generate from PO or Generate from GRN and choose the range. Click Select Matching to list receipts on the Material tab.

### What if the PO cost does not equal the voucher lines?

The system gives an error if the total distributed PO cost does not equal the vouchered lines.

### What does Pulsify flag?

A unit price that differs from the PO, a quantity above the PO line and lines that are not on the PO.

## Sources

- https://docs.infor.com/csi/9.00.x/en-us/useradminlist/csi_Financials_User_Guide_42982.pdf
- https://docs.infor.com/csi/9.01.x/en-us/csbiolh/lsm1454143880941.html
- https://docs.infor.com/csi/9.01.x/en-us/useradminlist/csbi_9.01.x_financials_user_op_sl_en-us_50331.pdf

Source: https://www.pulsify.tech/how-to/match-a-bill-to-a-purchase-order-in-infor-cloudsuite-industrial/ (last checked 2026-10-19)