# PO matching in CloudSuite Industrial for manufacturers

CloudSuite Industrial has PO matching built in. Raw material orders have many lines and arrive in parts. A manufacturer cannot match a bill to the full purchase order without paying for stock still on the way.

## Why it matters for manufacturers

- Freight, pallets and surcharges come on the bill, but not on the order.
- Receiving is done at the plant dock, often by a different person from whoever raised the order, so the PO receipt is the only proof of what came in.

## For manufacturers in CloudSuite Industrial

- Matching is by receipt. Generate A/P Transactions matches the voucher to PO or GRN lines, so goods not yet received have nothing to match unless a Pre-Register is used.
- Set To Vch/Adj to the quantity on this invoice. The default quantity is received minus previously vouchered, and the rest stays available.
- Variances go to the PO Distribution Journal: vouchered against PO line amount for non-inventory items, and against received amount for inventory items.
- If total distributed PO cost does not equal the vouchered lines, the system gives an error.

## Rules that matter for manufacturers in CloudSuite Industrial

- Matching is by receipt, so the dock must book in goods before the bill is vouchered.
- A tax invoice above $82.50 including GST is the base for the GST credit. The voucher should carry the right tax code.
- No Australia pack was found in the public Infor documents. Confirm with your Infor partner how GST sits on the voucher.

## What CloudSuite Industrial does on its own

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

- Receipt based

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

What you need and the setup steps: https://www.pulsify.tech/po-matching-for-infor-cloudsuite-industrial/

## Example

Example Castings sends an invoice for a purchase order of 400 housings at $42.00. The plant received 250 and then 100. The invoice also bills the last 50, which are not yet on the dock.

- Housings received, 350: $14,700.00 (Matches the two receipts. To Vch/Adj is set to 350)
- Housings not yet received, 50: $2,100.00 (Nothing to match, unless a Pre-Register is used)
- Price variance on the voucher (Goes to the PO Distribution Journal if the unit cost differs)

The buyer vouchers 350 and holds the other 50. When the last housings arrive, the default quantity is received minus previously vouchered, so the balance is ready to voucher.

## Common mistakes

- Leaving To Vch/Adj at the default when the bill covers less than was received.
- Using a Pre-Register without a plan to match it when the goods arrive.
- Ignoring the error that appears when distributed PO cost does not equal the vouchered lines.

## Step-by-step guides for CloudSuite Industrial

- How to match a voucher to a purchase order in CloudSuite Industrial: https://www.pulsify.tech/how-to/match-a-bill-to-a-purchase-order-in-infor-cloudsuite-industrial/
- How to handle a partial delivery against a purchase order in CloudSuite Industrial: https://www.pulsify.tech/how-to/handle-a-partial-delivery-against-a-po-in-infor-cloudsuite-industrial/
- How to set a price tolerance on purchase order matching in CloudSuite Industrial: https://www.pulsify.tech/how-to/set-a-price-tolerance-on-po-matching-in-infor-cloudsuite-industrial/

## What Pulsify adds

Pulsify matches each bill line to a purchase order line and flags extra quantity, a different price or lines not on the purchase order. Pulsify connects to CloudSuite Industrial. We set up the connection for you. More: https://www.pulsify.tech/po-matching/

## Common questions

### How does CloudSuite Industrial match a manufacturer's supplier bill to a receipt?

Use Generate A/P Transactions. Pick the PO receipt lines, set To Vch/Adj to the quantity on the bill and post the voucher. Goods not yet received have nothing to match unless a Pre-Register is used.

### Who should book in the goods?

The person at the dock, on the day the goods arrive. The buyer who raised the order should not also be the receiver, because the receipt is the independent check on the bill.

### Does CloudSuite Industrial do three way match?

Yes, by receipt in Generate A/P Transactions.

## Sources

- https://docs.infor.com/csi/9.01.x/en-us/csbiolh/lsm1454143881284.html
- https://docs.infor.com/csi/9.00.x/en-us/useradminlist/csi_Procurement_User_Guide_42987.pdf
- https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices

Source: https://www.pulsify.tech/po-matching-in-infor-cloudsuite-industrial-for-manufacturers/ (last checked 2026-10-19)