Order Confirmations

In addition to purchase invoices and credit memos, SQUEEZE for BC also supports the processing of Order Confirmations. This document class enables automated capture of incoming order confirmations from vendors and reconciliation with existing purchase orders.

Processing

Order confirmations go through the same processing workflow as invoices (SQUEEZE extraction, import, validation). The following specifics apply:

• Mandatory order allocation: Unlike invoices, order confirmations require at least one line to be allocated to an order line before validation can be completed.
• Promised Receipt Date: The delivery date confirmed by the vendor is captured at line level and adopted as "Promised Receipt Date".
• No goods receipt matching: Order confirmations can only be matched against orders, not against goods receipts (posted receipts).

Order Matching for Order Confirmations

Order matching for order confirmations additionally checks the following conditions:

• The promised receipt date must not be empty.
• The confirmed quantity and unit price must not be zero.
• Deviations between confirmed and ordered values (quantity, price, discount, delivery date) are highlighted in the order match info boxes.

Tolerances

Unlike invoices, order confirmations additionally provide the Receipt Date Tolerance setting in the Document Class Setup and the Vendor Related Setup. This defines as a date formula how far the confirmed delivery date may deviate from the expected date (e.g. 2D for two days).

Setup

To process order confirmations, a separate document class of type Order Confirmation must be set up in SQUEEZE and in the Document Classes Setup in Business Central.