Can someone please explain what exactly is failing to match here and what the field name is?
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Hi AXatak,
The PO, packing slip and vendor invoice are matched in a 3-way matching process.
Probably have a look at what you write above about returning invoices back to AX.
I would imagine that there might be an issue there with the interface.
Best regards,
Ludwig
I still need to find out why manual matching is needed.
Can you advise what exactly is matched during three-way matching?
I see. The missing point was then that they have to manually do/confirm the match, right? Is there anything left open here or can be get this one confirmed and closed?
Hi Ludwig,
Apologies but I neglected to mention that we send our POs to Converga, a third-party product, to generate and return the invoices back into AX. Our users don't manually enter these invoices. In all cases the quantity is 1 as these are POs for services not goods. These returned invoices are then failing to match using AX's three-way matching and users need to manually confirm the match. Hope this has helped.
If this is supposed to work automatically, can you let me know what is selected in the field 'Default quantity for lines' field in the invoice form?
Can you also please check the invoice history and matching details form available in the AP inquiry section? I have seen a lot of similar issues where users mixed the packing slip numbers and matched them to the wrong invoices. This might also be the case here but you need to check it.
Sorry to labour on this point, but are you saying that the accounting team will need to manually take action each time? They tell me that this used to work automatically.
If you have not implemented a system adjustment, the 3-way match requires a manual selection of the packing slip to get it matched to the invoice.
If the packing slip is correctly matched things should look as follows:
I would say that somebody from the accounting team just forgot to match the packing slip correctly.
I'm not a financial person but I am trying to understand and support this issue.
Why is a manual matching process involved as you describe? The users know how to manually match the invoice to the PO but the question is why is the 3-way matching failing to match?
It seems that you have not matched your product receipts to the invoice.
If you have the invoice posting form open can you open the match product receipts button in the vendor invoice Action pane and select the packing slip you want to have matched?
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