How to enable price tolerance for two way and three way matching policies at the same time

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Posted on by AT-07051829-0

We currently have a line matching policy set up for three-way matching at a 15% tolerance, however we're experiencing issues with two-way matching having no tolerance on them. I understand the matching policies, however I wanted to determine how we can set up tolerances for both three way and two way matching policies that are both enabled in the system. For example, we have three way matching price tolerance set at the system accounts payable parameter level, but I'm unfamiliar with how to set up tolerance for two way matching since the parameters only allow setup for one policy at a time (see screenshot below).

How can we set up price tolerance for two way matching policies if the system parameters only allow us to set up price tolerance for one policy at a time? If there is other configuration that we need to perform, please let me know what the navigation path is for Dynamics 365 Finance & Operations.

Thank you!

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Kevin Xia Microsoft Employee on at

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How to enable price tolerance for two way and three way matching policies at the same time

Hi,

You can refer to this official document: Set up Accounts payable invoice matching validation - Finance | Dynamics 365 | Microsoft Learn. Before you begin, make sure that the Invoice matching configuration key is selected. If your legal entity tracks expenses, such as freight, by using charges, make sure that the Charges configuration key is selected. This article introduces how to set price tolerance.

Best regards,

Kevin

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