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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / 3 ways matching failed...
Microsoft Dynamics AX (Archived)

3 ways matching failed. How to add the Approver to approve the discrepancy?

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Posted on by lmai 2,438

Hi All, 

I have 3 questions:

1.   I would think that if the quantity or amount exceeded the tolerance limit, then an approver need to approve.  In my case, it's not working like that.

PO.  Q=1000.   Price/unit = $10.  Total = $10,000

Received.  Q = 1000.  Price/unit = $10.  Total = $10,000

Invoice.  Q = 1050.  Price/unit = $10.  Total = $10,500.  Quantity = 5% = tolerance limit.  How come the system failed to post the invoice when the quantity is within the tolerance limit? 

2. When the matching failed, how do I add more approver to this Approver field to approve the discrepancy?  Please see screenshot below.  Thanks!

Approver-_2D00_-3-way-matching.gif

3. Is there a workflow to approve the discrepancy? 

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I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    What is the error message that you receive when you try posting this invoice?

    In the approver field that you highlighted in your screenprint, only a single approver can be entered. This user should have all the necessary rights to approve discrepancies. Why do you need more than one?

    Best regards,

    Ludwig

  • lmai Profile Picture
    lmai 2,438 on at

    Ludwig,

    Can I escalate it to a person to approve?  Is there a WF for it?  Thanks

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Kim,

    Unfortunately this form-based approval does not allow you escalating anything.

    If you need different approvers - for example - based on the variance amount and escalations then you have to make use of the invoice workflow.

    In the past I posted a couple of posts on vendor invoice workflows and approvals:

    dynamicsax-fico.com/.../vendor-invoice-recording-part-1

    They do not exactly match your requirement but might give you an impression of what might be required to be setup.

    Hope this helps.

    Best regards,

    Ludwig

  • lmai Profile Picture
    lmai 2,438 on at

    Ludwig,

    Thanks for the link.  I take it that you wouldn't recommend using workflow for approval if it exceeds the tolerance limit?

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Kim,

    My personal preference is always using WFs not only because of the disadvantages of the other approval method mentioned here:

    community.dynamics.com/.../290285

    but because they offer a much better compliance with regulations, such as SOX or other legal regulation when it comes to process documentation and auditing that you have in your country.

    Best regards,

    Ludwig

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