how to fix Tipalti matching error remittance detail missing purchase order reference fails error

• A payment went out but the purchase order still shows fully open. - The payee reports remittance detail with no purchase order reference to reconcile against. - Automatic matching works for most payments but failed for one supplier or one payment run.

Open the payment and read its remittance detail. In Tipalti, open the payment record and check the remittance fields the payee received. Expected: the purchase order reference field is blank or holds a different value than the purchase order number.

Check the invoice the payment was made against. Open the source invoice and confirm the purchase order number recorded on it. Expected: either the invoice carries the right number (the drop happened later) or it is blank (the drop happened at intake).

Fix the reference at the drop point. If the invoice is blank, add the purchase order number to the invoice record; if the invoice is correct, check the payment approval step for a reference override or truncation. Expected: invoice, payment, and purchase order now show the same reference.

Match the stuck payment manually. Use the manual match action to link this payment to the correct purchase order, recording why automatic matching failed. Expected: the purchase order balance reduces by the payment amount.

Send corrected remittance detail to the payee. Reissue the remittance advice so the payee can reconcile on their side. Success check: the payment shows matched, the purchase order no longer lists the amount as outstanding, and the payee confirms the reference.

Resolved from the public problem: https://vectle.com/posts/pst_NyqTTAbRjCXKKM6V8UGxOg

Problem query: how to fix Tipalti matching error remittance detail missing purchase order reference fails error

TL;DR: Automatic matching needs the purchase order reference to survive the whole chain: on the invoice, in the payment record, and in the remittance detail sent to the payee. Find where the reference dropped out, correct it at that point, and match the stuck payment manually this once so the payee is not blocked while the source is fixed.