Invoice Matching Policy Overrides

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Posted on by PR-10092001-0

Hello,

When attempting to set a line matching policy to override the company policy, the only options I see are Item, Vendor and Item+Vendor.

Is there a way to set a line matching policy by the Product Type instead of the individual Item?

Also, what's the best way to create the matching policy for non-inventory items if you want it to differ from the company policy?

Thanks in advance for any suggestions!

Phil

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Dynamics 365 Finance

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Adis 6,048 Super User 2025 Season 2 on at

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Hi,

I ve check some resources and I dont think you you can choose between good or services.

This is the ressources I ve check and they seem to cover pretty much everthing:

Invoice Matching Types and Configuration - SignUp Software

(1) Invoice matching setup D365 | LinkedIn

However, what you could do is to check the totals. So, in case you have services on your invoice, what really matters are the totals, actually also for goods or a combination of it.

Accounts payable invoice matching overview - Finance | Dynamics 365 | Microsoft Learn

When it comes to items, you can pool them to groups instead of creating one line for each item.

Select group and create a new item relation via View details.

You can see\create all item price tolerance groups here

The tolerance group needs also to be attached to the item, which can be found here.

I think it should be possible to update multiple items with the excel add-in.

Kind regards, Adis

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Bharath jain 1,443 Super User 2025 Season 2 on at

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Hi,

Line matching policy is for individual item, dont think you can restrict by product type.

You can setup 3 way matching for Item, and 2way matching for service.

In AP parameters, enable 3 way matching and under override allow "Lower or higher than company".

for all the service items, enable 2 way matching. You can do a bulk upload through DMF.

In this way your stock products will have 3 way match and service item will have 2 way match.

Regards,

Bharath Jain

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PR-10092001-0 29 on at

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@Bharath jain

So in order to set the matching policy to 3-way match for inventory items and 2-way match for non-inventory purchases, it looks like my options would be as follows:

1) Set the company policy to 2-way match and override that policy with a 3-way match for "Items" (using DMF if needing to do a mass update)

OR

2) Set the company policy to 3-way match and instruct buyers to enable 2-way match for non-inventory purchases when creating the individual PO's

Is my understanding correct? Other suggestions?

Thanks,

Phil

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Bharath jain 1,443 Super User 2025 Season 2 on at

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@PR-10092001-0 Yes, your understanding is correct. Thats how you setup

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