Three way match - Match Product Receipt

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Posted on by Michael agostini

We have a situation where during the three way match there are times where the user needs to go to the Match Product Receipts and manually do the match by clicking on each line and doing the match.

Other times we do not have to do this.

These are all cases where the amount received is the same as the amount on the PO.

Is there a setting in D365 that controls if it is a manual match or not?

Thanks Mike

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Sandeep Chaudhury 3,303 on at

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Michael, It sounds like you want to bypass three way matching on some POs/Invoices ? When you do not need to perform matching, you can set the Matching policy field under the Setup tab of the Line details section of the PO lines to "Not required".

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qianwang 7,168 on at

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Hi Michael agostini,

According to the screenshot you showed, it doesn't use the three-way matching.

In addition to what Sandeep Chaudhury said, please check whether invoice matching validation is enabled in the AP parameters and whether a matching policy has been set for specific items and vendors.

Regards,

QianQW

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Michael agostini on at

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Hi

We are doing a three way match. In some cases we get product receipt quantity match = failed. IN these cases we need to go to the "Match quantity receipts" window and manually select the line.

My question is why do we have to do this? And I am not able to see a behavior for when it occours and does not occur.

Thanks Mike A

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Michael agostini on at

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Three way matching is turned on in the parameters.

Mike A

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Sandeep Chaudhury 3,303 on at

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Michael,

Can you send me a screenshot of the below 2 highlighted pages in your environment ?

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qianwang 7,168 on at

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Hi Michael agostini,

The system will match the product receipt and invoice quantity when you invoice the PO. If you change the quantity on the invoice line, it does not match the quantity received, and the status is failed.

If you use the Match Product Receipt function in the top navigation bar, the system will match the quantity of the invoice line according to the quantity you manually changed. This means that you are invoicing the quantity partially. If the quantity changed is the same as the invoice quantity, the status is pass.

Regards,

QianQW

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Michael agostini on at

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Thank you all for you responses.

I believe the issue is that the default from field was being populated with ordered quantity. I am not sure why this was defaulting but when we change it to product receipt quantity all works fine and the error goes away.

Also in the scenarios there is no quantity variance.

Thanks to all. :)

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Michael agostini on at

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How do I indicate my question was answered.

thanks Mike

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SouravDam 11,730 on at

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Hello Michael Agostini,

If anytime you invoiced before by selecting "Default from: Ordered quantity"; then in next invoicing time, system by default will automatically select the same which you may need to manually update to "Product receipt quantity".

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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Michael agostini on at

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done :)

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