Defining match tolerances

Match tolerances are considered when evaluating differences in the cost and quantity between the invoice and the PO or receipt. The tolerances are the maximum difference by which the invoice cost or quantity can exceed the PO cost or receipt quantity without generating a message or matching. If the difference exceeds the tolerance, a message is generated or the match fails.

  1. Select Match Rules.
  2. Open a match rule or click Create.
  3. Complete the fields.
  4. Click Tolerances.
    In the PO Cost section, specify the Amount, Condition, and Percentage fields for the over and under unit cost. These tolerances are evaluated when adding an invoice and comparing the invoice cost to the PO cost.
  5. In the Regular Match section, complete the fields.
    The match is performed online or using the auto-match process.
  6. In the Reconciliation Match Messaging section, complete the fields.
    These tolerances are applied to invoices that are in the reconciliation work list.
  7. Click Save.