Navix User Guide
      Back to home
      1. Navix Customer Support Center
      2. Navix User Guide

      Unmatched

      A Pre-Audit queue that houses all invoices that are yet to be matched to an order and all orders that are yet to be matched to an invoice

      The Unmatched queue comprises of 2 tabs: Invoices and Orders

      Invoices

      This tab houses invoice documents that have been received by Navix but do not match to an order on file.

      Reminder: Navix receives Invoices and supporting documents through API, EDI and email connections, which are then sent to document ingestion and forwarded to the Navix app from there. Navix receives Order information through API connections directly with the tenant TMS. Orders are sent to the Navix app once a load is marked “Delivered” in the TMS.

      Reasons an invoice does not match to an order include:

      • The Order has not yet been marked as “Delivered” within the TMS, and therefore, has not yet been sent to Navix
      • The Order number captured is not correct
      • The Order number was not provided by the vendor
      • Etc.

      To resolve an unmatched invoice and push it to an audit queue, follow the below instructions:


      1. Add the appropriate order number -To find the appropriate order number, look through the attached documents to locate.

      2. To edit or add an order number, go to the “Reference Numbers” section.


      3. Select the ‘+’ sign to the right of the reference number.


      4. Select “order” from Reference type, and then add order number in the drop down.

      5. If the order number is there, but it is incorrect, select the pencil icon to the right of the “Reference Numbers.”


      6. Then, double click in order number and edit accordingly.

      Orders

      This tab is a list of Orders (loads) that have been sent to the Navix application from a tenant’s TMS and do not yet match any invoice documentation that has been received by the Navix app.

      Generally speaking, this tab does not need to be worked.

      However, this tab can be used to search for orders to match to an invoice record, or to identify which vendors haven’t sent invoice documentation yet, to reach out to for missing paperwork.

      NOTE: Screenshots below are TEST orders and not reflective of PRODUCTION orders.

       

       

      If you click on any of the Order records, it will show you the information that has been provided to Navix through the TMS SPI connection.