Summand Pro 0.6.0 released

Summand Pro 0.6.0 is out. The new package @weber-development/summand-match and version 0.6.0 of summand-read, summand-view, summand-write and summand-inbox are on GitHub Packages for licence holders.

Why

A valid e-invoice is not yet a correct invoice. It can be perfectly formed and still bill 12 pieces when 10 were ordered, or a price that went up by 8 percent. Accounts payable teams check this by hand, line by line. With 0.6.0 Summand does the check and says exactly what differs.

What is new in 0.6.0

summand-match. matchInvoice(invoice, order) compares an invoice with its purchase order and returns a report with a status (match, within-tolerance or mismatch) and a finding for every difference.

• Explainable pairing. Invoice lines are paired with order lines by the order line reference, then by article number, then by exact description. Pairing by similarity is opt-in and always flagged. A line that cannot be paired safely is reported, never guessed.
• What is compared. Quantity, unit, unit price, line total, VAT rate, document totals, currency, seller and the order reference.
• Tolerances you set. For price, quantity and total, as a percentage or an absolute amount. A difference exactly at the limit counts as within tolerance. All calculations are exact decimal arithmetic.
• Partial invoices. Allow an invoice to cover only part of an order, and see per order line what was ordered, invoiced and what is still open. matchInvoices() adds up several invoices against one order and flags over-invoicing.
• Three-way match. Pass a goods receipt and Summand flags invoices for more than was received.
• Stable codes. 22 finding codes such as MATCH-PRICE, MATCH-QTY-OVER and MATCH-UNMATCHED-LINE, with messages in German and English.
• Orders from files. readPurchaseOrder() reads JSON and CSV, with German or English headers and decimal comma or point. Errors name the line and column.

import { readInvoice } from "@weber-development/summand-read";
import { matchInvoice, readPurchaseOrder } from "@weber-development/summand-match";

const report = matchInvoice(readInvoice(xml), readPurchaseOrder(orderJson), {
  priceTolerance: "1%",
  lang: "de",
});
report.status; // "mismatch"
report.findings[0]; // { code: "MATCH-QTY-OVER", expected: "10", actual: "12", … }

From the command line. summand-inbox match incoming --orders orders --receipt receipts --tolerance-price 1% --report match.html finds the order of every invoice by its order reference and writes a JSON, HTML or CSV report. The exit code tells your pipeline whether to stop. With an audit log, the result goes into the hash-chained record of each file.

Not covered: partial deliveries across many orders, price lists, scanned invoices and ERP connections.

Next

Rule-set updates with notifications, and an export to Lexoffice and sevDesk. The free package gets the Peppol BIS rules once their licence is cleared.

Licence holders upgrade with pnpm add @weber-development/summand-match@latest. New to Summand Pro? See pricing and licences.