Receipt Matching & 3-Way Matching

Have a confirmed PO and recorded receipts. A supplier bill may be prepared from a PO or entered manually; use the matching controls supported by the bill form.

1. 1
   Open the purchase order, its receipts, and the draft supplier bill.
2. 2
   Compare ordered, received, and billed quantities and unit prices.
3. 3
   Link receipts to bill lines when the form offers matching.
4. 4
   Check every matched line against the receipt's accepted quantity and the supplier bill's billed quantity.
5. 5
   Preview the bill and resolve differences before posting.
6. 6
   Review the posting preview only after differences have an approved explanation.

A quantity difference can mean another delivery is coming or the bill includes goods not received. A price difference needs Finance's treatment.

The receipt and supplier bill are separate records. KariVast checks the billed quantity against the related purchase activity; matching does not pay the supplier.

WARNING: Do not claim a perfect three-way match when price, tax or partial delivery differs. Investigate the discrepancy and document the approved correction before posting.

Check that the receipt exists and that the supplier, product, quantities, and dates agree.

If a bill cannot match, verify that the receipt belongs to this purchase order and has not already been fully billed.