How to Set Up Matching Tolerance for Purchase Invoice

Sage X3 provides a special functionality called Matching tolerance which allows the user to set up and maintain tolerances especially in purchase module.

Steps to set up matching tolerance are as follows:

Navigate to:  Setup > Purchasing > Matching tolerances

fig. Matching tolerances screen

The tolerance codes determine the action that results from a failure that falls outside the specified allowances; warning or blocking. The Matching tolerances codes are used to define the degree to which the quantity of purchased products, the cost of products, and the delivery date can deviate between the purchase order, receipts and purchase invoices.

The tolerance code can be assigned to Supplier, Product and Supplier/Product combination and it is defaulted into purchase order line. The hierarchy of where the tolerance code is defaulted into purchase order line from is;

1. Supplier/Product combination
2. Product
3. Supplier

fig. Tolerance code set up in supplier

In purchase invoice , if you try to receive more quantity then corresponding purchase order  quantity and the condition in Tolerance code in supplier is met then the system throw the below error message.

Hope this blog helps!