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Supplier Invoice Matching Workflow

Metadata​

FieldValue
PhasePhase 4c (Tier 3)
FWCR CategoryOperations & Procurement
OwnerProduct Team
Status⚪ Planned
Linear:BAY-35

Overview​

Automatically match incoming supplier invoices to Purchase Orders and Goods Receipt Notes for 3-way matching accuracy.

Actors​

RoleDescription
AccountantReviews matches
AIPerforms auto-matching
OperationsConfirms goods receipt

Preconditions​

  • PO and GRN in system
  • Supplier invoice received
  • Matching rules configured

Postconditions​

  • Invoice matched to PO/GRN
  • Exceptions resolved
  • Ready for payment

User Flow​

  1. Receive supplier invoice
  2. AI extracts data (OCR)
  3. Search for matching PO/GRN
  4. Auto-match if exact
  5. Flag exceptions for review
  6. Accountant resolves
  7. Approve for payment

AI Features​

  • OCR with Arabic support
  • Fuzzy matching for variations
  • Price/tolerance checking
  • Duplicate detection

Acceptance Criteria​

#CriteriaTarget
1Auto-match rate80%
2Exception rateunder 10%

Metrics​

MetricTarget
FWCR80%
Processing time5 min/invoice

Status: ⚪ Planned Last Updated: May 2026