Scopevisio Procurement offers a particularly efficient function: the integration of the invoice receipt book directly into the procurement process. This considerably simplifies and automates invoice verification.
1. automatic assignment of invoices to deliveries
Invoices from your suppliers refer to deliveries that have already been documented and recorded in purchase orders and goods receipts.
Each invoice item and the associated prices originate from the master data, which has already been checked in the following steps:
Creation of the order
Comparison with the order confirmation
Checking and posting the goods receipt
Thanks to this preliminary check, the time-consuming, multi-stage invoice verification process is no longer necessary.
2. allocation by delivery note number
The system automatically reads the delivery note number on the invoice and assigns it to the corresponding delivery.
This means that the invoice can be fact-checked without the need for manual research.
3. advantages of integration
This automated system has several advantages:
Faster invoice verification thanks to clear allocation
Transparency across all process steps (order → delivery → invoice)
Time and cost savings thanks to the elimination of manual queries
Clarity on questions such as:
Who ordered?
At what price?
Has delivery already been made and to what extent?
The congruence of the net totals from the order, order confirmation, goods receipt and invoice ensures a consistent process throughout.
4. optional automation of payment authorisation
You decide how far you want to extend the automation:
Fully automatic clearing with the next invoice run
or
Manual payment approval before clearing
This allows you to customise the process to your internal approval guidelines.
Here we have already defined in the field:
Received delivery notes (procurement) field and thus completed the factual check.
Via Assign, we access the overview of the associated deliveries that we have documented for this supplier. We transfer the preselection to the delivery note specified on the invoice so that we only need to intervene here if there are deviations. This information is shown here in the .
Here you can see once again why we must enter the supplier's delivery note number correctly when posting the goods receipt in order to ensure data conformity.
The link to the invoice receipt book is an enormous time-saver, as it provides us with a fast and accurate alternative to the individual release of the supplier invoice.
Returns and thus goods receipts that you send back to the supplier appear here as such. This enables us to communicate clearly within the company which returns have been received and to derive the necessary steps. Depending on the industry and supplier, this can be a debit note, which is deducted directly from the supplier's invoice, or a formal request to issue a credit note.
If several lines are assigned, we take over the totalling and compare this with the net invoice value.
We show any deviations.