The Match Approval Level Options of
2, 3, or 4 way has nothing to do with Invoice holds.
Match Approval Level Options
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Invoice PO
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2-Way Quantity Billed Quantity Ordered
Unit Price PO Line Price
3-Way Quantity Billed Quantity Received
4-Way Quantity Billed Quantity Accepted
Match Approval Level Options
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The match approval level defaults to purchase order shipment lines when
the purchase order is entered. You can override the default on the purchase
order shipment. If you find that you are frequently overriding this value,
change the default at the supplier site level.
If an item is used on the PO, the match approval level will default from
the item and will override the supplier site. If the Item match approval level
for the Item = Receipt required, then it results in a 3-way match. If the Item
match approval level for the Item = Inspection required, then it results in a
4-way match.
When quantities and prices exceed specific tolerances you define, the
Payables Validation process will place a matching hold on the invoice. You can
configure matching holds so manual override is not possible in the Invoice
Holds and Release Names window.
2-Way (Invoice to Purchase Order)
Quantity billed vs. quantity ordered on shipment line
Invoice unit price vs. purchase order line unit price
3-Way (Invoice to Purchase Order and Receipt)
2-Way match criteria AND
Quantity billed vs. quantity received
Item = Receipt Required
4-Way (Invoice to Purchase Order and Receipt and Inspection)
3-Way match criteria AND
Quantity billed vs. quantity accepted
Note: Quantity accepted = (Quantity received - quantity rejected)
Item = Inspection Required
Matching to a Purchase Order
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Match your billed (invoice) items to the original purchase orders,
purchase order distributions or receipts to ensure that you pay only for the
goods or services you ordered. If you are billed for an item in excess of the
amount and quantity tolerances you define in the Invoice Tolerances window, the
Payables Validation process will apply a hold to the invoice. Invoice holds
prevent payment.
You can match a single invoice to multiple purchase order shipments and
distributions, or you can match multiple invoices to a single purchase order
shipment or distribution provided the supplier is the same on all purchase
orders.
When you match an invoice to a purchase order or receipt, Payables
creates invoice lines and distributions using the purchase order distribution
accounting information. You cannot delete invoice lines or distributions that
were created through matching. If you match an invoice to the wrong purchase
order, either reverse the individual distributions and then rematch to the
correct purchase order, or cancel the invoice.
SUM UP
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For holds to be placed on invoice during validation, it depends on your
tolerance setup in Payables, and that setup will control what holds the applications
will place on your invoice.
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