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Allow Vendor Invoice Posting with quantity discrepancy

Hi everyone,

We have a vendor invoice workflow set up which looks for a 3 way match on any PO Invoice - if that is true then the invoice posts, if it's not true then it goes for approval. Our Tax Invoice Validation options are set for "Post tax invoice with discrepancies" = "Allow with warning"

The problem I have is that when it goes for exception approval and the reason behind the lack of match is due to quantities not matching then the workflow fails and does not post the invoice.

The scenario I have (which is typical in our organisation) is we procure $50,000 of stuff and we don't know how it's going to be invoiced i.e. could be several invoices. To allow the matching to work we have been setting up our purchase orders as quantity = 50,000 and unit price = 1, total $50,000. This allows us to handle multiple invoices for variable amounts by receipting the quantity as the value of the invoice. The only place this seems to fall over is when we get to the end of the engagement and we are slightly over the total e.g. 50,500. This is well within our total price tolerance. I was hoping that with the setting of 'post tax invoices with discrepancies' set to 'allow with warning' we would just be able to post. But that doesn't seem to be the case.

Is this expected behaviour?

The only way I was able to get around this was to set the individual PO line to allow over-delivery and then receipt up to the value of the invoice. As we are using Procurement Categories this is not an ideal solution since an over-delivery percentage can't be set per category and would have to be entered on an individual line basis.

Is there another way we get the outcome we are trying to achieve? i.e. setting up the POs differently.

Thanks

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Financial Management

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