Define an invoice tolerance rule

Configure invoice tolerance rule definition for a tolerance type to be applied to invoices matching the invoice filter's conditions.

Avant de commencer

Role required: sn_ap_apm.invoice_tolerance_admin

Enable sn_ap_apm.reader role to access invoice filters for tolerance rules.

Procédure

1. Navigate to All > Accounts Payable Operations > All > Tolerance rules.
2. On the Invoice Tolerance rule list, select New.
3. On the form, fill in the fields.

   Field	Description
   Name	Name of the tolerance rule.
   Active	Option to make the tolerance rule available for invoice processing.
   Type	The tolerance type to associate 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 need to be met to skip an exception. AND - If both the Tolerance value and Tolerance percentage values should be met. OR-Iif either the Tolerance value or Tolerance percentage values should be met.
   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.

4. Select Submit.