📌 PO Matching in Briq: Implementation Checklist

This guide outlines the key configuration steps and data requirements necessary to successfully enable and use Purchase Order (PO) Matching in Briq.

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✅ Step 1: Enable PO Matching UI

• Navigation: Go to Invoice Settings > Module

• Action: Enable Purchase Order Line Item Matching Tab

What This Does:

• Adds a new PO Matching tab on the invoice screen

• Displays invoice line items and PO line items side by side

• Allows users to match invoice line items directly to PO line items

🔧 Technical Detail:
When a Purchase Order Number is entered into the invoice, the PO Matching tab pulls invoice line items and populates dropdowns using data from the Purchase Order Line Item object, where PO ID = Invoice's PO Number.

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✅ Step 2: Enable Validation Rules

• Navigation: Go to Invoice Settings > Configuration

• Action: Enable Validate both PO Number and Vendor Info

What This Does:

• Ensures the PO exists when referenced on the invoice

• Validates that the PO is linked to the correct vendor

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✅ Step 3: Configure Invoice Line Items Appropriately

To ensure PO Matching functions correctly, your folder-level invoice line item configuration must include the following columns:

• Description

• Quantity

• Unit Price

• Total Price

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✅ Step 4: Confirm Data Requirements Are Met

Ensure the following objects are properly populated with consistent, structured data.

Purchase Order Object (Required Fields)

• Purchase Order ID

• Purchase Order Number

• Description

• Vendor ID

• Total Amount

• Invoiced to Date

• Amount Remaining

Purchase Order Line Item Object (Required Fields)

• Purchase Order ID

• Purchase Order Number

• Purchase Order Line Item ID

• Purchase Order Line Item Number

• Description

• Quantity

• Unit of Measure

• Unit Price

• Total Price

🧠 Consistency Check:

• PO Number and PO ID should follow the same pattern across the Purchase Order and Purchase Order Line Item objects

• Vendor ID on the Purchase Order object should match the External System ID on the Vendor object

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✅ Step 5: Validate Against Client ERP Data

• Request 2–3 recent Purchase Orders from the client

• Cross-check those POs against what appears in Briq’s AP Invoice module

• Don’t just confirm that objects are populated—validate the entire end-to-end matching flow