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Today, we have a company match tolerance (percent and amount) set on AP parameters that allows 5% or $2.
We would like to designate a 0% tolerance on lines requisitioned/purchased using a specific Procurement category for a small subset of vendors. We are using category instead of item because we have a desire to enter variable descriptions/unit prices on the requisition line. These lines will only require two-way matching, no receiving, this has been set on the Purchasing Policy Category Rules.
We have set up a Vendor Price Tolerance Group and designated 0% on the Price Tolerance setup for Vendors that will be using this Procurement Category. However, in testing, the system still uses the match rules set on AP Parameters (5%/$2). I have read one post that says that this type of Vendor match policy is only valid in conjunction with items, not categories.
Is there a setup that will allow us to accomplish variable product description/unit price entry on a requisition line with no PO receiving required and a special price tolerance at invoice match time?
Thanks in advance for any help!
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Hi GinaD,
I do not fully understand what you mean by entering a variable unit price.
Yet, I have an idea (Workaround).
Would it be possible for you to setup an invoice workflow that explicitly checks for procurement categories and requires an explicit approval if - for example - a Price difference exists for specific procurement categories? I had a quickl look at the Default invoice workflow in the USMF contoso Company, which has such a conditional condition Setup.
Wouldn't that be an option how this issue can be resolved?
Best regards,
Ludwig
Thank you for responding. I tried a Service Item first. The issue I run into there is that I have to designate a unit price. When I requisition that Service item, I cannot enter a variable unit price. Do you know of a setup that would allow this on the service item? Thanks again!
Hi Gina,
The tolerance setups, such as the vendor price tolerance groups do indeed only apply to items and vendors. If you need that specification for 'non-stocked' chargeable items can you alternatively make use of service items?
Best regards,
Ludwig
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