from Version IP7.3T2 previous versions
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.
If the packing slip or purchase order are missing:
For purchase order amount deviations:
How does the 3-Way Match work?
- 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.