3 way matching for goods invoices

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Posted on by JB-06080549-0

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

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Dynamics 365 Finance

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André Arnaud de Cal... 305,659 Super User 2026 Season 1 on at

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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

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Yng Lih 1,612 Super User 2026 Season 1 on at

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Hi, hope the following helps.

Vendor or Item wise Three Way Matching Policy in Microsoft Dynamics 365 Supply Chain by Ramit Paul-Microsoft MVP:

https://youtu.be/fGgxsY45psk?si=LiPKhG7H9hArl49G

If this information was helpful, kindly mark it as 'Verified'. Thank you. :)

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JB-06080549-0 29 on at

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Thanks both for your responses both been very helpful for us in aiding our understanding! Great community

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