Unlink an Invoice Line from a Purchase Order

Delete an Invoice line when it has already been matched to a Purchase Order.

Introduction

Unlink an invoice line from a Purchase Order

Introduction

If you should need to delete an invoice line that has already been matched to a Purchase order line via 3-way match, you must first unlink it from the Purchase order.

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Unlink an invoice line from a Purchase Order

Go to Invoice automation > Invoices.
Search for and select the invoice you want to unlink a line from.
Go to the Analysis tab.
Double click the invoice line you would like to unlink.
Click the Down arrow beside the Save and Close button to bring up the menu item to Unlink.

Note: This arrow will not appear if there is no Purchase Order for this Invoice.

Click Unlink from PO.

This will now bring up a screen for you to confirm the Unlink process and warn you to delete the Purchase order item.

Click Yes.

The message advises the User to delete the Purchase Order item from Lentune and any third party system.

Click Save and Close.

Note: If the invoice has been approved, you may need to Unapprove it.

To do this:

Click the Down arrow to the right of the Approve button.
Click Reverse approval.
Now go back to the Unlink from PO.

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Last updated: 10 February 2022