Auto PO Matching

What does this script do?

Automatically triggers PO (Purchase Order) matching when a PO number is present on the invoice. The po-match-service microservice compares invoice line items against the PO and populates match results.

Trigger

AFTER_FORMATTING on document type INVOICE

Full Script

# Read PO number from the document
po_nr = get_field_value(document_data, "purchase_order", "")

if po_nr:
    # Clean up PO number: remove prefix and whitespace
    po_nr = po_nr.strip()
    if po_nr.upper().startswith("PO"):
        po_nr = po_nr[2:].strip()
    if po_nr.startswith("-") or po_nr.startswith(" "):
        po_nr = po_nr[1:].strip()

    # Update cleaned PO number
    set_field_value(document_data, "purchase_order", po_nr)

    # Trigger automatic PO matching
    auto_po_match_for_purchase_orders(user, document_data, po_nr)

Step-by-Step Explanation

1. Read PO number from the invoice

2. Clean up the PO number by removing common prefixes like "PO-" or "PO "

3. Update the cleaned PO number back to the document

4. Trigger PO matching which calls the po-match-service to compare invoice lines against PO lines

What happens after matching?

The document_data is updated with:

• po_items — Matched PO line items

• po_match_status — Match result ("matched", "partially_matched", etc.)

• po_multi_matched — Whether multiple POs were matched

Functions Used

• get_field_value() — Read field value

• set_field_value() — Write cleaned PO number

• auto_po_match_for_purchase_orders() — Trigger PO matching