Community Administrators can configure the default rules for invoice matching, which are used for all suppliers unless supplier-specific rules are configured to override them.
Invoice approvals must be enabled for your community. If you are interested in this feature, please contact your Unimarket Account Manager.
You can access these settings by navigating to the Administration module > select Modules > click Invoices.
On the Settings tab:
Matching Header Configuration
| Field | Description |
|---|---|
| Type |
Sets the Matching Type to one of the following: 2-Way: Invoices are matched against the PO Number and the PO Tolerance (header or line). 3-Way: Includes the 2-Way match AND matches against buyer receiving. Pass Through: Does not match. Used if matching occurs in an external system (e.g., the Finance system). |
| Level |
Sets the matching level to one of the following: Header: Matching is at the invoice header level. The total value of the invoice is compared with the total value of the PO. Line: Matching is at the invoice line level. The value of individual invoice lines are compared to the value of the corresponding PO line. |
| Tolerance Percentage | A percentage tolerance applied to the header or line value; variances equal to or more than this percentage will trigger an exception. |
| Tolerance Minimum | The minimum dollar value tolerance. Ensures small variances less than this value will match. |
| Tolerance Maximum | The maximum dollar value tolerance. Ensures the invoice variance cannot exceed the specified maximum dollar value. |
| Match on Unit Price | Enables more detailed matching by comparing the unit price at the line level, in addition to the line subtotal. |
| Unit Price Tolerance Percentage | If Match on Unit Price is selected, this sets a percentage tolerance for the unit price line level matching. |
| Match On Amount | If checked, performs standard matching on the total line amount. Uncheck to perform only unit price matching. |
| Failed Matching Action |
Defines the behavior for invoices that fall outside matching tolerances: On Hold: Leaves invoices On Hold, awaiting manual intervention. Reject: Automatically rejects invoices that fail matching. Send for Approval: Automatically sends failed invoices for approval (requires Invoice Approvals to be enabled). |
Shipping Matching Header Configuration
Shipping Matching tolerances are based entirely on the Invoice Subtotal and are not compared to the Purchase Order.
| Field | Description |
|---|---|
| Enable matching on Shipping | Enables shipping amount matching against the tolerance settings below. This ensures the Shipping Amount is not excessive compared to the invoice total. |
| Shipping Tolerance Percentage | A percentage tolerance applied to shipping. Variances equal to or more than this percentage will trigger an exception. |
| Shipping Tolerance Minimum | The minimum dollar value tolerance for shipping. Ensures small shipping variances less than this value will match. |
| Shipping Tolerance Maximum | The maximum dollar value tolerance for shipping. Ensures the shipping variance cannot exceed the specified maximum dollar value. |