Upload and update Invoice and Logistics documents

As a supplier, when you use a Logistics Service Provider (LSP), invoices and logistics documents will get uploaded by your LSP once you finalize the shipment on the LSP portal. Invoices and logistics documents are visible in the Invoices and Logistics ledgers.  

 

Contact your LSP directly to find out about their process and timescales. Contact our Customer Support Team for assistance with your Kanexa Open Account program.

 

Accessing the Invoice or Logistics documents ledger

Invoice ledger 

Invoice status

Each invoice has a STATUS showing its position in the Open Account workflow and a MATCHING STATUS indicating if matching rules are met. An invoice is discrepant if any matching rules fail. 

STATUS	MATCHING STATUS	MEANING
		Invoice submitted but Purchase Order or Logistics documents have not yet been received.
		All the documents have been submitted, the matching rules have been checked and are all satisfied.  This combination will only be seen if manual approval is ON.
		All the necessary documents have been submitted, the matching rules have been checked and at least one rule is not satisfied which makes the invoice discrepant.
		All the matching rules have been satisfied but the buyer has rejected. This combination will only be seen if manual approval is ON.
		The invoice is discrepant and has been rejected by the buyer.
		All the matching rules were satisfied and the invoice has been approved, either manually or automatically.
		The invoice is discrepant but has been accepted by the buyer.
		The invoice satisfied all the matching rules, was approved and has now been locked. The invoice can no longer be amended and it will be paid on its maturity date.
		The invoice did not satisfy all the matching rules but was approved and has now been locked. The invoice can no longer be amended and it will be paid on its maturity date.
		The invoice satisfied all the matching rules, was approved and has now been paid.
		The invoice did not satisfy all the matching rules but was approved and has now been paid.

Logistics documents ledger 

Logistics status

	A logistics document has a status of OPEN when it has at least one line item that is not linked to an invoice or linked to an invoice that is OPEN.
	A logistics document has a status of CLOSED when every line item in the logistics document is linked to an invoice that is not OPEN.