3 way invoice matching

Please tell me the config required for 3 way matching of invoices between PO,GRN and invoices.

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.
I do not think there is any standard way of automatically creating AP invoice matched to a PO.
Thanks
Vinit

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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.
What is the difference between the two?? How does it works??
Please revert asap.
Thank You

3 Way Match -
>>>>> PO -
>>> GR------> IR
2 Way Match -
>>>>>PO----->>>GR (Example Evaluated Receipt Settlement ERS)
Read the Rules Use the Search...

2 way and 3 way Invoice matches

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.
Regards,
Hari

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

Needs Restriction of Receipt against 2-way & PO match option setting

Hi
We have approved Standard PO with Match Approval Level = 2-Way & Invoice Match Option = PO .
Now, it is allowing to take a receipt against such PO .
We want to restrict receipt against PO who has such type of setting .
How we can do this ?
regards
SD

On the receipts screen, write a when-validate-record personalization that checks the type of the po and displays an error message. This will stop the user from saving the receipt transactions.
Hope this helps
Sandeep Gandhi

Purchase Orders - Invoice Matching Option=PO with 4 way matching

Hi
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.
Does it mean: invoice is matched against PO with out giving consideration for inspection and Delivery quantites ? because with 4 way matching, inspection, delivery are also matched, isnt it ?
kindly can someone clarify this confusion ?
Thanks in Advance

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
HTH
Sanjay

Preventing Overbilling in payable invoices matched to PO/Receipts

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.
In the payable invoice find receipts window, fully matched receipts also getting displayed against a PO, users are able to enter quantity billed, (warning is displayed), but data saved.
Is this standard functionality?

Keep in mind that we do not know what is going on in your system (what procedures are being followed). First thought - are the users failing to pick the Final Match option during matching? If you select Final Match, the system updates the closure status of the entire purchase order to "Finally Closed" when you validate the invoice. No further actions can be performed against a PO level that is closed. Sounds like your users can still match against fully received POs, which makes me think that your POs are not being closed out.
Also, what have you set up for your invoice tolerances? The downside of tolerances is that they work both ways. But using tolerances may help reduce the problems somewhat. So you may wish to look at that as well.
Hope this helps a bit.
John Dickey

PO Releases 'invoice match option'

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.
How do i check where this invoice match option is defaulting from?
Is it from the supplier level or the Po header level.
and how can this problem be corrected?
Any ideas?
Thanks,
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.
Now match approval and match invoice are part of the optional information on the shipments. SO if you do not enter the match approval the default which is set to 2-way will be picked up.If you want match invoice to be PO, i suggest you don't enter any value for it, if the match invoice is NULL it will be displayed as PO so i am assuming it will be default unless you change it to receipt.
I think this should resolve your issue.
Regards,
Utsav.

Difference between 2way and 3way invoice matching

Hi Gurus,
What configuration needs to be done for 2way or 3way invoice matching concept??
How can we find out whether an invoice is 2way based or 3way based? What are the different impacts of 2way and 3way?
Please revert asap.
Thank You

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
In 3 way match - If the invoice is matched to the goods receipt ,the price is matched to the purchase order and the variance is within predefined tolerances, then the invoice is cleared for payment. If the invoice exceeds the predefined tolerances, the invoice will be posted and blocked for payment.

Invoice match option on PO to Default to "PO"

Can someone tell me how to get the Invoice match option on the PO shipments more tab to be set to default to "PO" currently it is defaulting to Receipt.
Thanks

I know the value is stored at the vendor level, but can it be overridden at the line item level on the PO?
For example, you are purchasing 10 widgets which will be delivered & you want to pay for them based on receipt, however,
the vendor is charging you a set up fee because you have special requirements. This setup fee is a 2-way match, and will need to
be paid by invoice. Can this be done on one PO?

Invoice matching report in AR Donwpayment Invoice

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
and the report must include supporting information about paid invoices
Inv No. Posting date Amount.--> Total of these amount must be same with (D)
Regards
Thomas

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'
Please, let me know if this is sufficient or you need some more information from the query.
Kind Regards,
Marcella Rivi
SAP Business One Forums Team

Invoice Match Option for PO in iSupplier Portal

What should be the invoice match option for POs transmitting through iSupplier Portal?

Pl do not post duplicates - Invoice Match Option for PO in iSupplier Portal

Setup of invoice match control

Hi,
Our auditor wants a screendump from the IMG of the setup of invoice match control. With this I mean the setup of how incoming invoices is matched against the PO and how mismatch is handled.
Where in the IMG is this set up?
Best regards,
Thor-Egil

Hi,
You can do with two steps:
Step-1:
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:
With above you need to set message in M8(Invoice Verification/Valuation)
Set Error for message no 108, 462 in OMRM t.code
Now when you do invoice verification with a invoice, you need to enter Reference Number wrt PO & with same Reference Number, you can not do further invoice verification again with same PO.
Regards,
Biju K

Invoice Matching - Best Business Practice

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.
Your input would be appreciated.
Thanks!

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
So it is better to identify and analyse the client Business and choose where to perform the PO to Invoice matching.
The choices are as follows
If it is inventory based matching then, Convince the client to use Oracle PO and Inventory Module and make the set up and import data from ePlus to these modules and create Invoice in AP and perform PO to Invoice Matching in Oracle.
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
Hope this helps
Regards
Sivakumar

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3 way invoice matching

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