You can set options and tolerances in Payables and Purchasing to control matching in your system.

You set these options in many windows including Financials Options, Payables Options, Suppliers, Supplier Sites, and the Purchasing Options window in Purchasing. In addition, you set the following:

• In the Invoice Tolerance window you can set tolerances for the variance you will allow between invoices and purchase orders or receipts.

• In the Payables Lookups and Purchasing Lookups windows you define lookup values that you use in both Payables and Purchasing. See: Integrated Supplier and Purchasing Information.

• In the Profile Options window you set the value for AP: Show Finally Closed POs. See: AP: Show Finally Closed POs.

Matching Control Defaulting Hierarchies

The following options and windows control matching in your system. The windows or document in which you can set the option are listed in the same order as the defaulting hierarchy. If a value defaults to another window or document, you can always override the default value.

• Hold Unmatched Invoices (enabled, disabled)

  • Financials Options window (Supplier Entry) and Payables Options window (Expense Reports)

  • Suppliers window

  • Supplier Sites window

• Match Approval Level (2-way, 3-way, 4-way)

  • Purchasing Options window

  • Suppliers window

  • purchase order shipment

• Invoice Match Option (Receipt, Purchase Order)

  • Financials Options window

  • Suppliers window

  • Supplier Sites window

  • purchase order shipment

• Create Debit Memo From RTS Transaction (enabled, disabled)

  • Purchasing Options window in Oracle Purchasing

  • Suppliers window

  • Supplier Sites window

  • return to supplier transaction