2 - way and 3 - way invoice matching in AX

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Dear,

I have navigated the path "Accounts payable>Invoices>Pending vendor invoices" to preform the 2 - way invoice match for the selected invoice . I clicked "Match Product Receipt" under under Review tab, but it did perform 3-way invoice matching by default. Please let me know how to do the 2-way invoice match.

Thanks.

Regards,

-Prabhu

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Nagendra Varma K on at

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Hi Prabhu,

First double check what matching policy is selected under parameters AP. Also setup marching policy to two way matching and consider whether you want matching for total price or net unit price select the parameter and try again with new PO. or you can amend the matching policy rule for the above PO under line details.

Thanks

Nagendra Varma K

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Khaled Alloud 3,658 on at

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Hello,

Under A/P > Setup > A/P Parameters -> Invoice Validation section, there you will find the matching policy you are using under Line Matching Policy (this is AX2012).

Based on this policy the system will check the price of the invoice and the price of the PO, if they are the same then no warning will be generated. If the quantity in the invoice is different than that in the receipt then a warning will be generated.

Thank you,

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Ludwig Reinhard Microsoft Employee on at

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Hi Prabhu,

Matching PO - PO-receipt and PO-invoice requires the 3-way match setup. If this is the standard requirement in your company, I would not make use of the 2-way matching principle.

Probably discuss this once again internally before making a change to this set up.

Best regards,

Ludwig

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Community Member on at

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Thanks Nagendra for the info.

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Community Member on at

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Hi Kaled, Thanks for the info.

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Community Member on at

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Hi Ludwig, I will confirm with the team about the requirement before make the parameter change. Thanks.

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