PO matching for Sage 200

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

What Sage 200 does on its own

Purchase Order Processing matches the supplier invoice to the order in a two-way match or to the order and goods received note in a three-way match. You choose which in the POP settings. The price difference between order and invoice posts to a Cost Price Differences account.

• Sage 200 has no amount or percentage tolerance in the POP settings.

What you need in Sage 200

• Sage 200 Purchase Order Processing
• Sage 200 Purchase Ledger

Setting it up in Sage 200

Where to find it: Purchase Order Processing > Order Processing > Record Purchase Invoice

1. In the POP settings on the Order Processing tab set Match Invoices and Credit Notes To: purchase orders or purchase orders and GRNs.
2. Confirm goods received under Order Processing > Goods Received/Despatched > Confirm Goods Received.
3. Open Record Purchase Invoice and select the supplier.
4. Enter the goods value and VAT value as a control total.
5. Mark each item invoiced and accept or amend the Qty to be Invoiced and the Discounted Unit Price.
6. Record the invoice. The Purchase Ledger invoice window opens for VAT or rounding changes.

Good to know in Sage 200

• You can change the match setting only when there are no outstanding orders or returns.
• Service and free text items need Record receipts prior to invoicing for a three-way match.
• Sage 200 has no percentage or amount tolerance setting. The check is a warning on totals plus a price difference posting.

How to do it in Sage 200

How to match a purchase invoice to a purchase order in Sage 200

In Sage 200, open the purchase order, compare each purchase invoice 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 Sage 200

In Sage 200, keep the purchase order open, check each purchase invoice 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 Sage 200

Sage 200 has no price tolerance on purchase order matching. It shows a warning if the totals differ and posts the difference to Cost Price Differences. Compare each invoice line to the order yourself.

What Pulsify adds

1. Your open purchase orders come into Pulsify from Sage 200.
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 purchase invoice is created in Sage 200 against the purchase order.

Pulsify connects to Sage 200. 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 Business Central
• PO matching for MYOB Acumatica
• PO matching for Sage 300
• Supplier price checks for Sage 200
• Purchase orders for Sage 200
• Supplier statement reconciliation for Sage 200
• All Sage 200 how-to guides

Sources

Last checked 2026-10-19.

• support.sage.co.uk/help/sage200/content/POP/POPSettingsOrderProcessing.htm
• desktophelp.sage.co.uk/sage200/professional/Content/POP/PostPurchaseInvoicesForm.htm
• desktophelp.sage.co.uk/sage200/professional/Content/POP/ConfirmGoodsReceivedForm.htm
• desktophelp.sage.co.uk/sage200/professional/Content/POP/POPSettingsOrderProcessing.htm