Compare Order Confirmation with Purchase order
Last updated
Last updated
This DocBits card is designed to compare a specific order data field—such as quantity, discount, or unit price—between an order confirmation and a purchase order. By allowing a focused comparison of one field at a time, it ensures precision in validating key data points, maintaining order accuracy. Version 4 expands this functionality by allowing comparisons between different entities such as the purchase order, received quantities, and the document itself, adding more flexibility and control to the workflow.
Any/All
Description: Determines whether the condition applies to any or all lines in the order confirmation. Options:
Any: The comparison will trigger if the selected field value in any line of the order confirmation matches the corresponding value in the purchase order.
All: The comparison will trigger only if the selected field value in all lines of the order confirmation matches the corresponding value in the purchase order.
Order Data Field
Description: Specifies the data field to be compared between the order confirmation and the purchase order.
Detail: Users can select one of the following fields for comparison:
Quantity: Compares the quantity ordered with the confirmed quantity.
Discount: Validates that the discount in the confirmation matches the purchase order.
Unit Price: Ensures that the unit price in the confirmation aligns with the purchase order.
Operator
Description: Defines the condition applied to the comparison of the selected data field.
Options:
Equals (=): Confirms that the value matches the purchase order.
Not Equals (≠): Ensures the value is different from the purchase order.
Greater Than (>): Verifies that the value exceeds the purchase order’s value.
Greater or Equals (≥): Confirms that the value equals or exceeds the purchase order’s value.
Less Than (<): Checks that the value is below the purchase order’s value.
Less or Equals (≤): Confirms that the value is below or equals the purchase order’s value.
Comparison Type: Selects the entities to compare. The options include:
Purchase Order to Document: Compares the purchase order data with the related document.
Received to Document: Compares the received data (e.g., quantities received) with the document.
Purchase Order to Received: Compares the purchase order data with the received quantities.
Field Comparison: The system compares the selected order data field (Unit Price, Discount, or Quantity) from the order confirmation to the corresponding value in the purchase order.
Action Execution: Based on the comparison result and operator condition, the card can trigger follow-up actions, such as notifications or alerts.
An order confirmation specifies a unit price of $50, while the purchase order states $45. Using the "Greater Than" operator, the card flags the discrepancy, enabling the procurement team to address it before processing.
This card simplifies the validation of individual order data fields, ensuring compliance with purchase order terms. By isolating one field at a time for comparison, it supports targeted reviews and error prevention in order processing.
