Focused review
Matching rule and tolerance review
A focused pass over price, quantity, and tax tolerances — and the rules that auto-match or hold supplier invoices.
Purpose
When invoice matching applications auto-clear most documents but leave a stubborn band of near-matches, the cause is often a tolerance table that no longer fits purchasing practice. This engagement isolates those settings.
What we examine
- Price and quantity tolerance percentages and absolute amounts
- Tax and freight handling relative to PO lines
- Rule priority when multiple matching methods can apply
- Recent changes to tolerances and who authorized them
Deliverable
A concise note listing each material tolerance, the invoices it would have cleared or blocked in your sample, and recommended adjustments with estimated effect on exception volume.
Next step
Ask for a rule review and attach a short description of your matching application.