sales@agilitz.com
Client
An international chemical distributor with global operations, working with logistics partners to move stock between suppliers, warehouses and customers.
The challenge
Workshops identified cases where invoice capture misread quantities or units of measure, confused the invoice supplier with the purchase-order vendor, or left finance users to reconcile partial receipts, intercompany invoices and freight charges manually.
What we delivered
- Traced exceptions from invoice capture through purchase-order and receipt matching, workflow approval and posting.
- Delivered agreed changes to quantity and unit-of-measure interpretation, supplier identification and item and procurement-category mappings.
- Addressed agreed scenarios for partial invoices, due dates, intercompany processing, freight and landed costs, and documented how finance should handle exceptions.
Benefits and outcomes
- Took the invoice capture changes live, supporting more than 5,000 invoices.
- Established controls for supplier identification and purchase-order matching so exceptions could be handled before posting.
- Handed over test scenarios and operating guidance for the agreed invoice and charge exceptions.