Charges tolerances (form)
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 > Charges tolerances.
Use this form to specify tolerances for individual charges codes. These tolerances are used for charges matching.
If your legal entity configuration requires charges matching, matching is performed on the expected charges based on purchase order information, and on the actual charges based on the invoice. The total amount for each charges code on the invoice is matched with the corresponding total amount on the purchase order. If the variance percentage between these two amounts for one or more charges codes exceeds the charges tolerance percentage, a match variance icon is shown in the Vendor invoice, Invoice matching details, and Compare charges values - Invoice: %1 forms.
The matching calculation uses the charges tolerance percentage from the charges code on the vendor invoice. If the charges code does not have a specified tolerance percentage, the charges tolerance percentage that is specified for the legal entity in the Accounts payable parameters form is used.
Task that uses this form
Define matching tolerances for charges codes
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
|---|---|
Company charges tolerance percentage: |
The standard percentage of variance that your legal entity accepts. This percentage is compared to the percentage of variance between the expected charges based on purchase order information, and the actual charges based on the invoice. |
Charges code |
Select a charges code to specify a charges matching tolerance for. |
Description |
The description of the selected charges code. |
Charges tolerance percentage |
Enter the percentage of variance that you accept for the selected charges code. This percentage is compared to the percentage of variance between the expected charges based on purchase order information, and the actual charges based on the invoice. Note You cannot enter a negative tolerance percentage. By default, negative price discrepancies are allowed. To track negative tolerance percentages, select If greater than or less than tolerance in the Display charges match icon field in the Accounts payable parameters form. |
See also
About Accounts payable invoice matching
Set up Accounts payable invoice matching
Invoice matching details (form)
Charges totals details/Compare charges values (form)
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