Matching policy (form) [AX 2012]

Updated: March 3, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts payable > Setup > Invoice matching > Matching policy.

–or–

Click Accounts payable > Common > Vendors > All vendors. On the Action Pane, click the Invoice tab, and then click Matching policy.

–or–

Click Product information management > Common > Released products. On the Action Pane, click the Procurement tab, and then click Matching policy.

Use this form to set up two-way matching or three-way matching for items, vendors, or item and vendor combinations. This information is used as the default entry for the Matching policy field for lines in the Purchase order form. The following hierarchy is used to determine the matching policy that is used:

  • Item and vendor

  • Item

  • Vendor

  • Legal entity

If you want to validate invoices using other criteria, such as the invoice line amount, you can do so using vendor invoice policies. For more information, see Key tasks: Vendor invoice policies.

NoteNote

Depending on the form or list page that you opened this form from, you might not be able to view or modify some of the fields in this form.

For more information about two-way matching and three-way matching, see About Accounts payable invoice matching and Examples: Three-way matching policies.

The following table provides descriptions for the controls in this form.

Field

Description

(Company) Line matching policy

The line matching policy that is selected in the Accounts payable parameters form. This line matching policy applies to all items and vendors except those for which a different line matching policy is specified in this form. You can override the line matching policy for purchase order lines in the Purchase order form.

  • Not required – No price or quantity matching is performed.

  • Two-way matching – The price information on the purchase order is matched to the price information on the invoice.

  • Three-way matching – The price information on the purchase order is matched to the price information on the invoice. Also, the quantity information on the selected packing slips is matched to the quantity information on the invoice.

Allow matching policy override

The type of change that can be made when you override the legal entity’s line matching policy in this form or in the Purchase order form. Not required is considered the lowest level of line matching policy and Three-way matching is considered the highest.

  • Higher than company policy – You can apply a more comprehensive type of matching than is selected in the Line matching policy field in the Accounts payable parameters form. For example, assume that the legal entity line matching policy is set to Three-way matching. You can change the line matching policy to Three-way matching for a vendor, item, vendor and item combination, or purchase order line. A message is displayed if you try to change the matching policy to Not required for a vendor, item, vendor and item combination, or purchase order line.

  • Lower or higher than company policy – You can apply any type of line matching policy, regardless of the selection in the Line matching policy field in the Accounts payable parameters form. For example, assume that the legal entity’s line matching policy is set to Three-way matching. You can change the line matching policy to either Three-way matching or Not required for a vendor, item, vendor and item combination, or purchase order line.

Matching policy level

Select the level in the matching policy hierarchy to set line matching policies for.

  • Item and vendor – Specify the matching policy for specific items that are purchased from specific vendors.

  • Item – Specify the matching policy for specific items that are purchased from any vendor, except those that are specified at the Item and vendor level.

  • Vendor – Specify the matching policy for all items that are purchased from specific vendors, except those that are specified at the Item and vendor and Item levels.

Item number

Select an item to specify the matching policy for.

Product name

The description of the item.

Vendor account

Select a vendor to specify the matching policy for.

Name

The name of the vendor.

Line matching policy

Select the line matching policy for the selected item, vendor, or item and vendor combination.

  • Company policy – Use the line matching policy for the legal entity. This option is available only if the selection in the Matching policy level field is Item or Vendor.

  • Three-way matching – Match the price information on the purchase order to the price information on the invoice. Also match the quantity information on the selected packing slips to the quantity information on the invoice.

  • Two-way matching – Match the price information on the purchase order to the price information on the invoice.

  • Not required – No price or quantity matching is performed.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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