3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

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Posted on by lmai

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Hi All,

My tolerance limit is 10%,

Purchase Q =10. Price = 1,000/unit. The total amount is $10,000

Receipts Q= 10

Invoice Q=10. Price= 1,100/unit. The total amount is $11,000 which is within the 10% tolerance.

What am I missing? Please advise. Thank so much!

Here is my parameter set up:

1031.Parameter.jpg

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Ludwig Reinhard Microsoft Employee on at

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RE: 3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

Hi,

Can you post the invoice with a total amount of 10999?

In addition please check the review form where you see the price and quantity match. There is a specific button there that allows approving the invoice in such cases.

Best regards

Ludwig

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lmai 2,438 on at

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RE: 3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

Hi Ludwig,

I just tried to post at $10,999, it rejected :-(

Maybe there is something else. Thanks.

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Mahmoud Hakim 17,887 on at

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RE: 3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

check Last match status field ,

blogs.msdn.microsoft.com/.../how-to-utilize-the-last-match-status-field-for-vendor-invoices-to-automatically-approve-vendor-invoices-tied-to-purchase-orders-involving-charges

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Ludwig Reinhard Microsoft Employee on at

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RE: 3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

Hello Kim,

Can you please check what has been setup for this parameter

If it set to require approval then open the following matching form from the PO / pending vendor invoice form

And make sure the approval parameter is set

Best regards,

Ludwig

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lmai 2,438 on at

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RE: 3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

Hi Ludwig,

I followed your steps, yes, it worked. Thank you.

I wonder, though, why the system didn't take the 10% tolerance set up that I had at the AP parameter? I would think anything falls outside of the tolerance limit would have an error. In my example, it was within the limit...

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lmai 2,438 on at

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RE: 3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

Thank you, Mahmoud, for sharing the link.

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Ludwig Reinhard Microsoft Employee on at

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RE: 3-ways matching. Within the tolerance limit but PO won't post. Can't invoice it.

Hello Kim,

Do you have matching policies setup that overwrite the parameter settings?

Please check in the AP module under the invoice matching setup.

This might be an explanation why AX behaves the way you experience.

Best regards,

Ludwig

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