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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Pending vendor invoice...
Finance | Project Operations, Human Resources, ...
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Pending vendor invoices can not be submitted to workflow if matching fails

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Posted on by RobM 20

Hi all,

I am struggling with the setup of vendor invoice automation. I would like the imported invoices to be automatically submitted to the vendor invoice workflow even if matching (3-way) has failed. That way, I can send an email to the responsible party to correct and resubmit.

The option "Require the calculated totals to equal the imported totals for automatic workflow submission" is activated in AP setup, but I still get the error message when posting...

pastedimage1667475787326v1.png

Does anyone has any idea what I am missing?

Thanks for your help 

  • Suggested answer
    Abhishek Verma Profile Picture
    Abhishek Verma 47 on at
    Pending vendor invoices can not be submitted to workflow if matching fails
    Hi Rob
    When dealing with invoices containing discrepancies for matching, you have two options for handling approval before posting. You can either allow posting with a warning or require approval. Opting for allowing posting with a warning will trigger a visual indicator when a discrepancy exceeds the tolerance for invoice matching.
    However, choosing to require approval means the invoice cannot be posted until the "Approve posting with matching discrepancies" option is selected on the Matching details page. To streamline workflows alongside invoice matching validation, ensure the "Post invoice with discrepancies" field is set to "Allow with warning" to avoid redundant approvals.

     
    Please try this control to override the error which you are encountering. 
     
    Best Regards, 
    Abhishek V
  • JC9993 Profile Picture
    JC9993 2 on at
    Pending vendor invoices can not be submitted to workflow if matching fails
    Did you ever resolve this issue? I'm experiencing the same 

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