2-Way Invoice Matching

Hi All,
I am facing same issue with 2 way matching PO.
Matching level is set to 2 way at all the levels.
Receipt close tolerance and Invoice close tolerance is set to Zero on the PO as well as in PO options.
Now my question is, if Invoice matcing is done for PO line and no quantity is received against PO line and PO line is 2 way matching then PO line will close automatically or not.
Thanks,
Deepak.

Hi,
Hope My update was edited by admin..
You can refer the note :
"PO Shipment is Closed For Invoicing , 2-Way Match, PO Header And Line Open (Doc ID 95429.1)" which explain the solution.
and
"2-Way Match Purchase Orders are not Automatically Closed After Matching to Invoice (Doc ID 169106.1)"
Regards,
Paarthy

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Two Way or Three way Invoice Matching

Hi Gurus,
Please tell me the process of Two Way Invoice Matching and 3 way invoice matching.
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Please revert asap.
Thank You

3 Way Match -
>>>>> PO -
>>> GR------> IR
2 Way Match -
>>>>>PO----->>>GR (Example Evaluated Receipt Settlement ERS)
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Hi
Invoices can be created automatically using the pay on receipt but it cannot be against a PO. It will be against a receipt. It is similar to creating invoice with 3 way matching except for the fact that the invoices are created automatically in stead of manually matching them to receipt.
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We are using a 3 way match invoice verification in ECC in association with our SRM system, using tolerance key PP - we would like to use a 2 way match for certain vendors, typically below $1K POs. Any suggestions to have both in place?

Hi Jim,
Two-way match would mean disabling the GR flag on the PO. This is driven based on the account assignment category in ECC. So, you might need to create a custom accnt assign cat, in ECC and have the user select that for less than $1K POs. You could also choose invoice only in the case of blanket items, if you want to go that route.
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i am new to AP and would like to clarify the following
what does the following combination mean ?
Invoice matching option = PO and 4 way matching.
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Hi ,
4 way matching should be with Receipt only , not with PO.
pl.refer following link to clear your doubts.
http://oracleappsyashrajvarsity.blogspot.in/2009/04/ramification-of-invoice-match-to-po-and.html
http://docs.oracle.com/cd/A60725_05/html/comnls/us/ap/point04.htm
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Hi,
how to prevent overbilling of a overbilling of a payable invoice matched to a po/receipt. (placing hold). we are in 11.5.10.2.
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Hi,
The PO has one match option at the header and a different match option at the release line. This is causing an inability to match the invoice in Payables until it gets correctd.
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Is it from the supplier level or the Po header level.
and how can this problem be corrected?
Any ideas?
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Ashwathy

Hi,
I think you are mixing the two things,well i think anyway. Match approval level and match invoice options are independent. You can set the match approval level as default in the setup to say 2-way. Assuming you have done that when you enter the shipment details you can select the match invoice option to PO or to receipt.
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Hi Gurus,
What configuration needs to be done for 2way or 3way invoice matching concept??
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2-Way Match
1. - PO & invoice should match
2.- Quantity Billed <= Quantity Ordered
3.- No Receipt required
3-way Match
1.- Receipt, PO & invoice should match
2.- Quantity Billed <= Quantity Received
3.- Receipt required
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I know the value is stored at the vendor level, but can it be overridden at the line item level on the PO?
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Hi Expert,
Customer would like to see AR Downpayment Invoice matching report as follow. May I know how to derive the information?
BP name(A) D/P Inv No(B). Total amount in D/P Inv(C) Amount applied in invoices(D) Remaining balance(E)=C-D
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Dear Thomas,
In order to get this information you need a query that would work out the values in the ar down payment invoice.
This can be a beginning. However, some values must be calculated in the query because they are not in the table.
SELECT T0.DocNum, T0.CardCode, T1.VatSum, T1.LineTotal, (T1.LineTotal * T0.DpmPrcnt/100) as DPM, (t1.LineTotal - (T1.LineTotal * T0.DpmPrcnt/100) - T1.VatSum) as PAYM_LEFT FROM ODPI T0 INNER JOIN DPI1 T1 ON T0.DocEntry = T1.DocEntry WHERE T0.DocNum = '1'
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What should be the invoice match option for POs transmitting through iSupplier Portal?

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Thor-Egil

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Use t.code:OBA7 and double click RE doc. type and select the check box of Reference Number in Required during document entry segment and save.
Step-2:
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Set Error for message no 108, 462 in OMRM t.code
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As far as I know matching invoices to PO or to a receipt is done in AP. A colleague of mine is stating that matching should always be done at the purchasing level and that she has never seen it done in Payables. Other than the user's guide, would anyone know of a white paper that addresses the matching business flow.
We are not usinf Oracle Purchasing, but rather a third party solution (ePlus), and for whatever reason, the matching is going to be done in that solution. Invoices will also be created in that system, and interfaced to AP in order to issue checks.
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Hi
It depends on the kind of External Software you are using and the purpose of the same.
You cannot Import PO to Payable to perform Matching in Payables unless PO is created in Oracle purchasing. Secondly performing a match between two system, Oracle Payables(Invoice) and PO in (ePlus) is very difficult. Also it depends on the type of item they are using in ePLUS. If it is service oriented Organization, then they would have created only service items which might have Performance Guarantee etc., which can be better reviewed and analysed by an Engineer who is incharge of the PO rather than Accountant performing the PO to Invoice Match
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If it is service oriented Item it is better to create Invoice in Eplus Itself and perform matching in Eplus and Push the Invoice and PO reference details to Oracle Payables to make payments
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Sivakumar

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2-Way Invoice Matching

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