Configure matching tolerances
Matching tolerances control when invoice line differences create a three-way match result.
Who can do this
You need the Manage validation checks permission, company:validation:manage.
Before you start
Confirm which differences your AP policy accepts. A wider tolerance reduces warnings, so use values that match your company's written policy.
Configure the tolerances
- Select Settings in the left navigation.
- Select Configurations.
- Select Validation checks.
- Find Three-way match tolerance under Document processing.
- Choose Warn or Review under Action when found.
- Enter the allowed values under Fine-tuning.
- Select Save in the action bar.
The available fine-tuning fields are:
| Field | What it controls |
|---|---|
| Allowed price difference (%) | The allowed price increase as a percentage. |
| Allowed price difference ($) | The allowed price increase as an amount. |
| Allowed under-price difference (%) | The allowed price decrease as a percentage. |
| Allowed under-price difference ($) | The allowed price decrease as an amount. |
| Allowed quantity difference (%) | The allowed quantity increase as a percentage. |
| Allowed quantity difference (units) | The allowed quantity increase in units. |
| Allowed under-quantity difference (%) | The allowed quantity decrease as a percentage. |
| Allowed under-quantity difference (units) | The allowed quantity decrease in units. |
| Allowed receipt allocation difference (%) | The allowed difference from allocated receipt quantity as a percentage. |
| Allowed receipt allocation difference (units) | The allowed difference from allocated receipt quantity in units. |
Your company may also have vendor overrides for this check.
What you should see
After you save, Three-way match tolerance shows the selected action and fine-tuning values. The check uses those values when it compares invoice lines with their matched purchase order and receipt data.
If something goes wrong
- If the check is missing, your company schema may not expose the required matching data.
- If a value is rejected, correct it to the range shown by the field.
- If results still use an earlier value, reload the settings page and confirm the saved value before re-running invoice validation.