Define an invoice tolerance rule
Create tolerance rules to define acceptable invoice variances based on tolerance types and invoice filters.
Before you begin
Role required: sn_ap_apm.invoice_tolerance_admin
Enable sn_ap_apm.reader role to access invoice filters for tolerance rules.
Procedure
- Navigate to All > Accounts Payable Operations > All > Tolerance rules.
Image omitted: apo-tolerance-rules-nav.png
Navigate to Tolerance rules
Navigate to Tolerance rules
On the Invoice Tolerance rule list, select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the tolerance rule. |
| Active | Option to make the tolerance rule available for invoice processing. |
| Type | The tolerance type to associate with the tolerance rule. |
| Order | Defines the priority in which you would like to process the tolerance rule. The lowest order is applied on the invoice. Example: If there are two rules applicable with the orders set as 10 and 20. Rule with order 10 is applied on the invoice. |
| Tolerance value | Set the permissible variance limit of type numeric and positive numbers only. Example: 200 |
| Tolerance percentage | The permissible variance percentage. |
| Condition type | Determine whether the value and percentage both need to be met or whether one of the other need to be met to skip an exception.- AND - If both the Tolerance value and Tolerance percentage values should be met. - OR-Iif either the Tolerance value or Tolerance percentage values should be met. |
| Invoice filters | Filter condition to determine the invoices for which the tolerance rule is applicable. For example: [Type][is][PO invoice] AND [Supplier]]is][X]. You can concatenate additional filters by using New Criteria. |
- Select Submit.
Result
The tolerance rule is configured for the selected tolerance type.
Parent Topic:Tolerance Rules and Variances for invoices