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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / 3 way matching for goo...
Finance | Project Operations, Human Resources, ...
Answered

3 way matching for goods invoices

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Posted on by JB-06080549-0 29
Hello Everybody
 
I work for a company that is transitioning to D365 in the coming months and we are currently in the testing phase. I work in the company finance department assisting with testing of the new functionality for finance related processes.
 
We are interested in using 3 way capture for processing of goods invoice where the system will compare the GRN, invoice and PO and auto-post if it matches.
 
Would anybody have a link to a tutorial/tutorial video or any other resources that would help us see how to set this up on D365 please?
 
Thanks in Advance
 
 
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at
    Hi,

    I'm not sure if you already found the Microsoft Learn article about this topic: Three-way matching policies - Finance | Dynamics 365 | Microsoft Learn
     
    Bharath Jain also created a video which he shared on YouTube: Three way match policy in D365 F&O
     
  • Verified answer
    Yng Lih Profile Picture
    Yng Lih 1,560 on at
    Hi, hope the following helps.
     
    Vendor or Item wise Three Way Matching Policy in Microsoft Dynamics 365 Supply Chain by Ramit Paul-Microsoft MVP:
     
     
     
    If this information was helpful, kindly mark it as 'Verified'. Thank you. :)
     
     
  • JB-06080549-0 Profile Picture
    JB-06080549-0 29 on at
    Thanks both for your responses both been very helpful for us in aiding our understanding! Great community

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