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[Invoice validation] Match the detail for vendor invoices in Microsoft Dynamics 365 finance and operations: Part-4

Part-1, Part-2 and Part-3

Till now we had line matching details rule (Two way and three way) but at header we did not have any detail matching option. Invoice total at header has five different components:

  1. Invoice sub total
  2. Invoice charges
  3. Invoice tax
  4. Invoice discount
  5. Total invoice amount

So, if we wanted to have discrepancy in any one of the components then we did not have any choice to manage that.

The total invoice matching feature can now be applied to the details of the total invoice amount. The details of the invoice total include the following amounts: Subtotal, Total discount, Charges, Sales tax, and invoice.

Scenario: Lets say we have a Purchase order where we would like to validate invoice subtotal and taxes but charges are generally added during invoice time which is going to change Total invoice amount.

Earlier we didn’t have any choice to manage this individual component of header because of which invoice header used to be failed but now we can manage the same.

Prerequisites: Enable feature is feature management workspace.

Setup

Setup invoice validation at header level

Create a Purchase order with Invoice amount and Tax but no Charges.

Scenrio-1: Fail – Lets change line amount which will change subtotal and tax.

Scnerio-2: Pass- Lets add charges of 100 USD which is not changing subtotal and taxes but total invoice amount

That’s it for this blog, hope this will help you !!!

Thank you!!! Keep reading and sharing!!!

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