Summary
This module explained the process of accounts payable invoice matching in Dynamics 365 Finance. The module covered various types of invoice matching, including invoice totals matching, two-way matching, three-way matching, and charges matching. It described how you can configure these methods to match price information by unit price or price total. The module also explained how Finance automatically performs invoice matching calculations when you edit vendor invoices but that you can also do so on demand. Additionally, the module defined the Match charges option on the Accounts payable parameters page and how it controls the charges matching process.
The main takeaways from this module are that you can:
Use invoice matching to help ensure that vendor invoices align with corresponding purchase orders and product receipts.
Manage discrepancies in invoiced amounts or shipped quantities by creating vendor invoices based on product receipts, approving quantity differences between invoiced and received quantities, entering invoice amounts that the original purchase order doesn't include, and approving price match discrepancies.
Use invoice matching as a reliable solution to automate the process and manage discrepancies effectively.