Automatic Matching Settings by Invoice-from BP (tfacp0107m000)

Use this session to define tolerated price differences for the purchase invoices from specific invoice-from business partners.

During automatic matching of invoices, the difference between the invoice amount and matched amount is compared to the tolerated differences you define here.

The price difference is tolerated if the difference falls within the defined tolerances for the invoice amount and the percentage.

If the difference falls within these tolerances, LN regards the difference as a price difference, and matches the invoice. If the difference falls outside one or more of the defined tolerances, matching does not take place.

You can select the Full Authorization for Payment Differences check boxes to accept extremely high or low differences in percentage and amount. If you select these check boxes, you cannot enter tolerance amounts or percentages and LN always matches the invoices. For details, refer to To use full authorization.

Field Information

Invoice-from Business Partner

The invoice-from business partner for which you define the automatic matching tolerances.

Automatic Match Procedure

The method by which the invoices are matched with the purchase orders/receipts/ purchase consumption.

Allowed values

Match to Purchase Order: LN matches purchase invoices entered in the Purchase Invoice Entry (tfacp2600m000) session with the purchase orders from Procurement .
Match to Purchase Receipt: LN matches purchase invoices entered in the Purchase Invoice Entry (tfacp2600m000) session with the receipts from Warehousing .
Match to Purchase Consumption: LN matches purchase invoices entered in the Purchase Invoice Entry (tfacp2600m000) session with the consumptions.
Not Applicable

Note:

The default value is Not Applicable.

If this value is set to Not Applicable, Infor LN uses the automatic matching procedure defined in the Automatic Match Procedure field in the ACP Parameters (tfacp0100m000) session.

Invoice Amount lower than Matched Amount: Full Authorization

If this check box is selected, you can accept any difference in the amount and by percentage when the invoice amount is lower than the amount to be matched.

If you select this check box, LN sets the Invoice Amount lower than Matched Amount: Percentage field and the Invoice Amount lower than Matched Amount: Amount field to blanks and you cannot enter values in these fields.

If this check box is cleared, you must enter both a percentage and an amount. LN only accepts a difference if both the amount and the percentage are within the tolerances.

Invoice Amount lower than Matched Amount: Percentage

Enter the percentage by which the invoice amount can be less than the matched amount of the purchase order or receipt.

Invoice Amount lower than Matched Amount: Amount

Enter the amount by which the invoice amount can be less than the matched amount of the purchase order or receipt.

Invoice Amount higher than Matched Amount: Full Authorization

If this check box is selected, you can accept any difference in the amount and by percentage when the invoice amount is higher than the amount to be matched.

If you select this check box, LN sets the Invoice Amount higher than Matched Amount: Percentage field and the Invoice Amount higher than Matched Amount: Amount fields to blanks and you cannot enter values in these fields.

If this check box is cleared, you must enter both a percentage and an amount. LN only accepts a difference if both the amount and the percentage are within the tolerances.

Invoice Amount higher than Matched Amount: Percentage

Enter the percentage by which the invoice amount can be greater than the matched amount of the purchase order or receipt.

Invoice Amount higher than Matched Amount: Amount

Enter the amount by which the invoice amount can be greater than the matched amount of the purchase order or receipt.

Full Authorization Match with Price Difference

If this check box is selected, you can accept any price difference in the amount and by percentage when matching the purchase invoices.

If you select this check box, Infor LN sets the Percentage Tolerance for Match with Price Difference field and the Tolerance Amount for Match with Price Difference field to blanks and you cannot enter values in these fields.

If this check box is cleared, you must specify the percentage and amount tolerances with price difference. Infor LN only accepts a price difference if both the amount and percentage are within the specified tolerance.

Percentage Tolerance for Match with Price Difference

The percentage by which the price difference amount can be less than the difference between the invoice line amount and the matched amount.

Note: This field is enabled and you can specify the tolerance percentage, only if the Full Authorization Match with Price Difference check box is cleared.

Tolerance Amount for Match with Price Difference

The amount by which the price difference amount can be less than the difference between the invoice line amount and the matched amount.

Note: This field is enabled and you can specify the tolerance amount, only if the Full Authorization Match with Price Difference check box is cleared.