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DocuWare for Invoice Processing

Resources for users of the preconfigured cloud solution

How does the 3-Way Match work?

Version IP7.3T2   previous versions

3-Way Match means an automated matching of invoices to purchase orders and a packing slip:

  • The 3 documents must all contain the same purchase order number. 
  • The invoice amount must be less than or equal to the remaining purchase order amount.
  • The remaining purchase order amount is recalculated for any partial deliveries. 
 
When the criteria are met the invoice is considered “pre-approved” and moves directly to the completion process ("IP – 4 Completion" workflow).
If the criteria are NOT met the following will occur:
 

If the packing slip or purchase order are missing:  

In the validation workflow it will identify if the 3-way match failed and provide you the name of the missing document(s).  You can select the “Wait for Missing Doc” decision in the Check Details task.  The system will wait for the missing document(s) to be stored, then automatically starts the validation process again.
3-Way-Match

For purchase order amount deviations:  

In the case the invoice amount is higher than the remaining purchase order amount the invoice is identified as an exception.  This invoice can proceed in the process and will go through the approval process based on your business rules. 

 

How does the 3-Way Match work?

Version IP7.3T2   previous versions
 
3-Way Match means an automated matching of invoices to purchase orders and a packing slip:
  • The 3 documents must all contain the same order number. 
  • The invoice amount must be less than or equal to the total remaining value of the purchase order. 
  • The purchase order amount is recalculated for partial deliveries. 

When the criteria are met the invoice is considered “pre-approved” and moves directly to the completion process ("Book and Pay").

If all criteria are NOT met (missing packing slip or invoice amount higher than remaining purchase order amount) the invoice is flagged with exceptions and directed into an approval process based on your business rules.

 

 

Need further assistance? We’re here to help. Please email us at support.americas@docuware.com.