Matching Tolerances

You can define value and percent tolerances to override exceptions generated by the match rules. The Matching process uses match tolerances when comparing the prices and amounts. If a match exception exists, and the voucher is within the tolerances established in these components, the Matching process automatically overrides the exception. There are two ways you define match tolerances, they are:

  • On the match rule.

  • On the purchase order.

Define the value or percent match tolerances for each match rule on the Match Rule Control page. In order to define match tolerances, you must first indicate on the Match Rules - Rule Definition page to use match tolerances at the match rule control level.

Define value or percent match tolerances at the purchase order level on the Item Categories component (ITEM_CATEGORIES) and the Purchasing Attributes component (PURCH_ITEM_ATTR). These match tolerances can be overridden on the Maintain Purchase Orders component.

PeopleSoft delivers match rule controls that apply matching tolerances either at the PO level or at the match rules level. You should apply tolerances at the PO level or at the match rule level, but not both. To modify or add match rule controls with tolerances, you must understand the Matching process and how tolerances work.

  • The Standard Match Rules Using PO Tolerances match rule control applies matching tolerances at the PO level.

  • The Standard Match Rules Using Rules Tolerances match rule control applies matching tolerances at the match rules level.

  • The Standard match rule control applies matching tolerances at the PO level.

  • The Debit Memo match rule control applies matching tolerances at the match rules level.

  • The Basic match rule control applies matching tolerances at the PO level.

Note:

For example, you may use a match rule tolerance if you have a simple organization policy that states specific tolerance on all purchases. If tolerances vary by item category or item, then consider using tolerances at the PO level.

See the following scenarios that illustrate how the two matching tolerances are applied:

Scenario PO Voucher Match Rule Control Expected Result

PO tolerance

  • Item 10000 has a unit price tolerance of 2.00 USD.

  • PO has a quantity of 1.00 and unit price of 100.00 USD.

  • The voucher is entered by copying from the PO.

  • The unit price is changed to 103.00 USD.

The match rule control uses PO tolerances.

The voucher fails matching because the unit price is greater than the PO unit price + PO tolerance (100.00 + 2.00).

Match rule tolerance

  • Item 10000 has a unit price tolerance of 2.00 USD.

  • PO has a quantity of 1.00 and unit price of 100.00 USD.

  • The voucher is entered by copying from the PO.

  • The unit price is changed to 103.00 USD.

  • The match rule control uses match rule tolerances.

  • The match rule unit price tolerance is 5.00 USD.

The voucher successfully matches because the unit price is less than the PO unit price + match rule tolerance (100.00 + 5.00).

This diagram illustrates the matching tolerance default logic. The scenario displays using either the tolerances defined at the match rule level or at the PO level.

Matching tolerance defaults diagram

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