INVOICE PROCESSING

Re-Match Blocked Invoices When a Goods Receipt Posts

When the warehouse posts a goods-receipt event, it finds invoices previously blocked for missing or short receipts on that PO and re-runs the three-way match.

CategoryInvoice Processing
Enginesim
Difficultyintermediate
Triggerwebhook
Steps4
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerGoods-receipt posted webhook from warehouseHTTP webhook
  • ActionUpsert receipt and load blocked invoices for POPostgreSQLPostgres
  • LogicRe-run three-way match on new received qty
  • OutputRelease matched invoices and update gaps in PostgresPostgreSQLPostgres

What it does

Unblocks invoices the moment receiving catches up. Many invoices fail matching only because goods arrived after the invoice. This flow listens for receipt postings and retroactively clears the invoices they satisfy.

When to use it

Use it when invoices routinely get stuck on missing-receipt or quantity-short exceptions and an operator has to remember to re-check them after each delivery. This makes the receipt event drive the re-match automatically.

How it works

  1. 1The warehouse system sends a goods-receipt posted webhook with the PO number and received quantities (trigger).
  2. 2The flow writes or updates the receipt record in Postgres, then loads invoices on that PO currently in a receipt-related exception state.
  3. 3A logic step re-runs the three-way comparison using the new cumulative received quantity against invoiced quantity and PO price.
  4. 4Invoices that now match within tolerance are flipped to Approved with a re-match note.
  5. 5Invoices still short are kept in the queue with their updated remaining-quantity gap for visibility.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect HTTP webhookTrigger any URL on agent actions.
  2. 2
    Connect PostgresAny Postgres URL — query, write, migrate.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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