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Able to post vendor invoice while matching status is failed

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Posted on by Ala'din

Hi,

I am facing a dilemma where i can post vendor invoices no matter what is the invoice header "match status" even if it's failed or not performed. The thing is i checked AP parameters, the "Enable invoice matching validation" is on and no matter how i change the other parameters, still i can post the invoice with any amount. Also the "approve posting with matching discrepancies' is empty meaning that the invoice is posting even without getting approved since i have "require approval" on. Below screenshot from how my parameters looks like:

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Adis 6,077 Super User 2025 Season 2 on at

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Hey,

Just to be clear, you are using items and not procurement categories, right?

On this MS Learn page, have you checked the below conditions? Just in case you set em up and forgot about them?

Set up Accounts payable invoice matching validation - Finance | Dynamics 365 | Microsoft Learn

Set up invoice totals matching tolerance for vendors
Set up matching policy override
Set up unit price tolerance percentages

Kind regards, Adis

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Ala'din 31 on at

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Yes the invoice is having items from a regular PO and below more details about all three setup you mentioned:

Invoice totals matching tolerance for vendors (This option is not enabled)

Matching policy override (This option is not enabled)

Unit price tolerance percentages (Uses only 1 default condition for all)

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Adis 6,077 Super User 2025 Season 2 on at

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Alright,

But the error message seems to be clear. Can you check the check box mentioned having the rest set to "No" and try again?

Kind regards, Adis

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Ala'din 31 on at

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Hi Adis,

That's something i tried already but for what it is worth mentioning, i used the same parameters setup in contoso environment and it worked fine by giving an error message requesting for approval. So it has to be something else.

One thing from your 1st reply, what about procurement categories, i mean items are assigned a procurement category but i don't understand what are you pointing at regarding this point particularly?

Thanks alot for trying to help though!

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Adis 6,077 Super User 2025 Season 2 on at

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Hi,

I wanted to point out that it wont work with using procurement categories instead of items. Its maybe obvious, but I wanted to be sure.

Kind regards, Adis

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Ala'din 31 on at

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Ok sorry maybe i am missing something here. Below is a screenshot from the invoice so it can be easier to make sure that this is not the problem:

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Adis 6,077 Super User 2025 Season 2 on at

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One thing I forgot.

Have you check this:
Set up Accounts payable invoice matching validation - Finance | Dynamics 365 | Microsoft Learn

Kind regards, Adis

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Ala'din 31 on at

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I think this is okay too.

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PaulM78 27 on at

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Just an out-there question. Do you have any line-level policy set to Items, Vendors, or Items and vendors that would override any of the parameter settings? You can check this by following Accounts Payable > Setup > Invoice matching setup > Matching policy

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Ala'din 31 on at

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Hi Paul,

I checked and nothing looks wrong as all items and all vendors are set to "Company policy".

Thank you!

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