Configure an invoice tolerance rule definition for a tolerance type to be applied to invoices matching the invoice filter's conditions.
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
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Navigate to .
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On the Invoice Tolerance rule list, select New.
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On the form, fill in the fields.
| Field | Description |
|---|
| Name |
Name of the tolerance rule. |
| Active |
Option to make the tolerance rule to be available for invoice processing. |
| Type |
The tolerance type is associated 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 needs to be met to skip an exception.
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AND- If both the Tolerance value and Tolerance percentage values should be met.
- OR-If either the Tolerance value or Tolerance percentage values should be met.
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| 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. |
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Select Submit.
The tolerance rule is created and added to the Invoice tolerance rules list. You can apply the tolerance rule to an invoice.