Setting up matching tolerances for a vendor

When you match purchase orders to invoices in Vendor Invoice Center Entry, the invoice quantities, lines, and amounts must match purchase order quantities, lines, and amounts within the tolerance you define. Use these instructions to define matching tolerances for a vendor.

  1. Select Vendor > Setup.
  2. Open the vendor record, and then click Edit.
  3. Click Reconcile, and these values:
    • Unit quantity and percent
    • Line amount and percent
    • Invoice amount and percent
  4. To use vendor tolerances instead of the company tolerances, select Use Vendor Reconciliation Tolerances.
  5. Click Save.