Vendor Bill Exception Criteria
SuiteApprovals checks the vendor bill for discrepancies before it is processed for payment. The system checks the bill against a specific set of exceptions to determine if it requires approval.
Take note of the following information when working with vendor bill exception criteria:
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If you've enabled the Bill in Advance of Receipt preference in your account but no item receipt is attached to a vendor bill, the vendor bill still goes through exception checking.
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If you've enabled the Bill in Advance of Receipt preference in your account and attached an item receipt to a vendor bill, the system doesn't run exception checking against the item receipt.
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If you are routing stand-alone vendor bills, make sure you've enabled the Purchase Orders and Advanced Receiving features. For more information, see Setting Up Prerequisites for Supported Record Types.
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When you submit a vendor bill for approval, click Show Exceptions to see the exceptions identified on the record.
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When the vendor bill is approved, you can process the transaction for payment. For more information, see Vendor Payments Overview.
The following table shows the available exception criteria for vendor bills:
|
Exception Criteria |
Description |
|---|---|
|
Mark All |
Check this box to select all listed exception criteria for this approval rule. Clear this box to use one or more specific criteria for this approval rule. |
|
Comparison of Vendor Bill and Purchase Order Terms |
Checks if the Terms on the Vendor Bill and Purchase Order match. |
|
Purchase Order Item Receipt check |
Checks if there's an Item Receipt for the Vendor Bill. |
|
Comparison of Vendor Bill and Purchase Order Locations |
Checks if the locations on the Vendor Bill and Purchase Order match. |
|
Vendor Bill-Purchase Order Connection Check |
Checks if the Vendor Bill was created without a Purchase Order. |
|
Vendor Bill-Purchase Order Vendor Quantity Tolerance Check |
Checks if the difference between the Vendor Bill and Purchase Order quantities exceeds the Vendor quantity tolerance limit. |
|
Vendor Bill-Purchase Order Item Quantity Tolerance Check |
Checks if the difference between the Vendor Bill and Purchase Order quantities exceeds the Item quantity tolerance limit. |
|
Vendor Bill-Purchase Order Subsidiary Quantity Tolerance Check |
Checks if the difference between the Vendor Bill and Purchase Order quantities exceeds the Subsidiary quantity tolerance limit. |
|
Vendor Bill-Item Receipt Vendor Quantity Tolerance Check |
Checks if the difference between the Vendor Bill and Item quantities exceeds the Vendor quantity tolerance limit. |
|
Vendor Bill-Item Receipt Item Quantity Tolerance Check |
Checks if the difference between the Vendor Bill and Item quantities exceeds the Item quantity tolerance limit. |
|
Vendor Bill-Item Receipt Subsidiary Quantity Tolerance Check |
Checks if the difference between the Vendor Bill and Item quantities exceeds the Subsidiary quantity tolerance limit. |
|
Vendor Bill-Purchase Order Vendor Quantity Difference Check |
Checks if the difference between the Vendor Bill and Purchase order quantities exceeds the Vendor quantity difference limit. |
|
Vendor Bill-Purchase Order Item Quantity Difference Check |
Checks if the difference between the Vendor Bill and Purchase order quantities exceeds the Item quantity difference limit. |
|
Vendor Bill-Purchase Order Subsidiary Quantity Difference Check |
Checks if the difference between the Vendor Bill and Purchase order quantities exceeds the Subsidiary quantity difference limit. |
|
Vendor Bill-Item Receipt Vendor Quantity Difference Check |
Checks if the difference between the Vendor Bill and Item Receipt quantities exceeds the Vendor quantity difference limit. |
|
Vendor Bill-Item Receipt Item Quantity Difference Check |
Checks if the difference between the Vendor Bill and Item Receipt quantities exceeds the Item quantity difference limit. |
|
Vendor Bill-Item Receipt Subsidiary Quantity Difference Check |
Checks if the difference between the Vendor Bill and Item Receipt quantities exceeds the Subsidiary quantity difference limit. |
|
Vendor Bill Quantity Greater Than Purchase Order Quantity Check |
Checks if the Vendor Bill quantity is higher than the Purchase Order quantity. |
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Vendor Bill Quantity Less Than Purchase Order Quantity Check |
Checks if the Purchase Order quantity is higher than the Vendor Bill quantity. |
|
Vendor Bill-Purchase Order Vendor Amount Tolerance Check |
Checks if the difference between the Vendor Bill and Purchase Order amounts exceeds the Vendor amount tolerance limit. |
|
Vendor Bill-Purchase Order Item Amount Tolerance Check |
Checks if the difference between the Vendor Bill and Purchase Order amounts exceeds the Item amount tolerance limit. |
|
Vendor Bill-Purchase Order Subsidiary Amount Tolerance Check |
Checks if the difference between the Vendor Bill and Purchase Order amounts exceeds the Subsidiary amount tolerance limit. |
|
Vendor Bill Amount Greater Than Purchase Order Amount Check |
Checks if the Vendor Bill amount is higher than the Purchase Order amount. |
|
Vendor Bill Amount Less Than Purchase Order Amount Check |
Checks if the Purchase Order amount is higher than the Vendor Bill amount. |