Define PO Exception Criteria

Defining PO exception criteria according to your organization's business rules helps decrease the number of exceptions your users need to manage. eInvoicing for Providers applies the criteria to incoming invoices and will "tolerate" the invoice if the discrepancies, such as price, are within the range you define in the exception criteria.

Note: Your exception criteria apply after the PO number is matched. PO number mismatches are always exceptions.

1. Click the Admin tab.
2. Click the PO Exception Criteria link. The PO Exception Criteria page opens.

   

3. Select the Total Price Mismatch checkbox to define this criteria and click the Show Unit Price Tolerance link to show the details, if needed.

   To define Total Price Mismatch:

   Define the total price tolerance at the header level.

   1. Select the Total Price Mismatch checkbox.
   2. Click the Show Total Price Tolerance link.
   3. Define what an exception isn't.

      Don't show exception if the price is within:

      When for a dollar amount: $- _____ to + _____ of PO value.

      Example: Don't show an exception if the price is within: $ - 0.10 to + 0.10 of the PO value.

      When for a percentage: %- ____ to + ____ of PO value, up to $ ____ maximum variance.

4. Select the Unit Price checkbox to define this criteria and click the Show Unit Price Tolerance link to show the details, if needed. The available options are:
   • Ordered: Select to stop invoices with a mismatch between the quantity ordered on the PO and on the invoice
   • Received: Select to stop invoices with a mismatch between the quantity invoiced and the quantity received
   • Cumulative: Select to stop received quantity invoice exceptions cumulatively (See the Quantity Cumulative Exception Handling Examples topic for details)

   To define Unit Price:

   Define this value if you want to ignore all unit price exceptions. The tolerance can be defined by percentage or dollar amount up to a maximum variance value.

   1. Select the Unit Price checkbox.
   2. Select the Show Unit Price Tolerance link.
   3. Define what a line exception isn't.

      Don't show exception if the price is within:

      When for a dollar amount: $- ____ + ____ of line item price in the PO.

      Example: Don't show an exception if the price is within: $ -1.00 to + 1.00 of PO line value.

      When for a percentage: % - ____+ to + ____ of line item price in the PO, up to $ ____ maximum variance.

5. Select other checkboxes as needed. The available options are:

   Checkbox	Description
   UOM Mismatch	Select to stop invoices with a mismatch between the UOM on a PO and an invoice.
   Item Number Mismatch	Select to stop invoices with a mismatch in item numbers between a PO and an invoice.
   Ignore Special Characters	Select to ignore the presence or absence of special characters in a PO or an invoice when determining an item number mismatch.
   Line Number Mismatch	Select to stop invoices with a mismatch in line numbers between a PO and an invoice.

6. Click Save. eInvoicing for Providers applies the exception criteria to all inbound invoices.