PO matching for CloudSuite Industrial

PO matching means checking a supplier bill against the purchase order it belongs to before you pay it.

What CloudSuite Industrial does on its own

Generate A/P Transactions matches vouchers to PO or GRN lines.

• Receipt based

What you need in CloudSuite Industrial

• Purchase order and receipt (GRN) recorded

Setting it up in CloudSuite Industrial

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.
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.

Good to know in CloudSuite Industrial

• Matching is by receipt. Goods not yet received have nothing to match unless a Pre-Register is used.
• If total distributed PO cost does not equal the vouchered lines, the system gives an error.
• The default quantity is received minus previously vouchered.

How to do it in CloudSuite Industrial

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.

How to handle a partial delivery against a purchase order in CloudSuite Industrial

In CloudSuite Industrial, keep the purchase order open, check each voucher against what has been billed so far and close the purchase order only when the last delivery is invoiced.

How to set a price tolerance on purchase order matching in CloudSuite Industrial

In CloudSuite Industrial, decide how far a voucher line may differ from the purchase order before a person must look at it. Set that limit where CloudSuite Industrial allows one and name who can pass a difference.

What Pulsify adds

1. Your open purchase orders come into Pulsify from CloudSuite Industrial.
2. Pulsify links each invoice to its purchase order.
3. It matches each invoice line to a PO line and flags lines that bill more than ordered, are priced differently or are not on the PO.
4. A panel shows how much of the PO has been claimed, what this invoice adds and what is left. This handles part deliveries and progress claims.
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. More about PO matching in Pulsify.

What Pulsify does not do

• PO matching is two-way: invoice to PO. Pulsify has no goods receipts.
• There is no tolerance setting. Pulsify compares to the cent and the approver decides.

More help

• PO matching for Dynamics 365 Finance
• PO matching for Kinetic
• PO matching for IFS Cloud
• Supplier price checks for CloudSuite Industrial
• Purchase orders for CloudSuite Industrial
• Supplier statement reconciliation for CloudSuite Industrial
• All CloudSuite Industrial how-to guides

Sources

Last checked 2026-10-19.

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