Hi Expert,
We are using D365 version10.0.20
We have below situation, please suggest any ideas...
- We are using standard workflow for purchase order confirmation; goes for approval which is procurement head. No charges been added while purchase order confirmation.
- We are using "invoice matching validation" but only "Match invoice totals" and tolerance is 2%; we aren't using any line matching policy or charges matching
The scenario is while creation of invoice only , AP teams add charges in the line level...we have suggested to add charges in invoice level, but since there isn't any charges in purchase order level irrespective of charges amount matching status "Fails"; Our invoice approval workflow is when tolerance is beyond 2% it has to get approval from procurement team and AP team. If it is less than 2% then it has to be approved by only AP team. But by adding charges in invoice level, matching status always fails.
We can't add the charges in purchase order line level while creating purchase order as the exact charges aren't known at the time and can't add charges in purchase order line level during invoicing as it requires "Request Change" function and goes for another round of approval.
Is there any way to achieve invoice total matching based on only purchase invoice total excluding charges ? or have any kind of workaround?
Regards
Arun
