3-Way Match ONLY evaluates when the Invoice is first created

[amongeon]

We are using 3-way match for processing Invoices. Unfortunately, the Pack Slip on the Invoice Header only evaluates against the Receipt on Invoice Creation, so if you are using the Receipt Import to load your Receipts and Pack Slips, it will not re-evaluate the Pack Slip on the Invoice with the newly added Pack Slip on the Receipt. Often times, the Invoice is received several days before the product is received in. How have users gotten around this or been able to match to the proper Goods Receipt without constantly having to look at the invoices.

[KevinD]

@amongeon I posted your question internally to see if I can get an answer. I'll let you know if I hear something back.

[amongeon]

Great thank you!

[KevinD]

@amongeon I did get a response, but not sure how helpful it will be. Here it is:

"you would still keep the logic:
PO > Receipt > Invoice
means add the invoice once received"

[amongeon]

Thanks for sharing, not sure that this makes sense completely to me.  Are you suggesting that holding the Invoice to be sent to Capture instead of sending it directly from the Vendor? Is there a way to do that systematically?

[KevinD]

@amongeon Invoice isn't my strong suit, so that's why I needed to post your issue internally. I just passed on the message I received. 

If the three-way match was something you configured and it isn't working as expected, then I would suggest submitting a Support Ticket. I can see from your company's profile that you have our Advanced Care Support service, so they would be better equipped to provide you help. 

[amongeon]

Yes - we do have Advanced Care. I have opened a case and discussed this a few times with our rep and we were unable to make any progress on it. The response I received was that the system is designed that way and there weren't other options to re-trigger the Pack Slip to evaluate. Was hoping someone else had an alternative solution here.