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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Price Tolerance/In...
Microsoft Dynamics AX (Archived)

Price Tolerance/Invoice Matching - Stop processing?

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Posted on by Nancy Feldman 40
I'm trying to set up price tolerances and invoice matching. If an invoice is out of tolerance, it looks like all I will get is a little icon next to the invoice. Is there functionality that I'm not seeing that will stop an invoice from being created if the price is out of tolerance or is the icon the most I'll get with out-of-the-box functionality?

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  • diana g Profile Picture
    diana g 689 on at

    You can set the AP parameters to require approval. If that is turned on then you can't post the invoice outside of the tolerance. You then need to go to matching details in the invoice update screen and allow the matching error.

  • Nancy Feldman Profile Picture
    Nancy Feldman 40 on at

    diana g -- Can you be more specific?  How would I set the AP parameters (which parameters?) to require approval?  Sorry!  I'm very much a newbie at this!  Thanks for your help!  --Nancy

  • diana g Profile Picture
    diana g 689 on at

    yep, it's in AP Parameters, Updates tab, Invoice matching group - Post invoice match discrepancies parameter.

    If it's set to allow with warning then you just get the message but can post anyway.

    If it's set to Require approval then, if there is a tolerance error when in the post invoice form, you must click on matching details. Then you will see a group in the right column called Invoice matching approval, the user has to check the box for approval and indicate the user who approved and only then can the invoice be posted. If you try to post without that approval, the user will get an error saying that it can't be posted because of a price discrepancy. You might want to set some security on the approval fields so that only one or a few people can approve it.

     

  • Debrun Profile Picture
    Debrun 5 on at

    We want to be able to restrict posting of invoices outside tolerance to a select few users. Other users need to be able to approve within tolerance.

    Any tips on how to approach this?

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