Types of Invoice Matching


 There are 3 types of matching
  • 2-Way
  • 3-Way
  • 4-Way
 2-way matching verifies that purchase order and invoice information match within your tolerances as follows:

  • Quantity billed is less than or equal to Quantity ordered
  • Invoice price is less than or equal to Purchase order price

3-way matching adds a third criterion to verify that receipt and invoice information match with the quantity tolerances you define:

  • Quantity billed is less than or equal to Quantity received

4-way matching adds a fourth criterion to verify that acceptance documents and invoice information match within the quantity tolerances you define:

  • Quantity billed is less than or equal to Quantity accepted

When you match to a purchase order, Payables automatically performs 2-way matching. In the Purchasing Options window you can choose to additionally use 3-way or 4-way matching. You can change the invoice match option at the supplier, supplier site and purchase order shipment levels.

If the invoice and purchase order do not match within the tolerances you define for quantity and price, Approval places a matching hold on the invoice. You must release the hold before you can pay the invoice.



 To Find Out Which Invoices Are Matched To A Purchase Order

Run Matching Detail Report from Other > Request > Run. in Payables

Setting up Matching options

Levels of Setting on the order of priority 


1. Purchasing Options
Navigation: Setup > Organizations > Purchasing Options 
Select Default Alternative Region



2. Supplier Information

Navigation: Supply Base > Suppliers

Select Receiving Alternative Region



3. Line Types

Navigation: Setup > Purchasing > Line Types

In the Receipt Required field: Yes = 3-way, No = 2-way



4. Items

Navigation: Items > Master Items


Select Purchasing Alternative Region

In the Invoice Matching section: Yes = 3-way, No = 2-way



5. Purchase Order Shipments

Navigation: Purchase Orders > Purchase Orders
Enter (header and) line information
Click on Shipments button

Select More Alternative Region

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