Setting Tolerance and Difference Limits

The NetSuite Approvals Workflow SuiteApp requires you to set the acceptable tolerance and difference levels. You must do this on the item, vendor, and subsidiary record to use the exceptions that use these values.

A tolerance limit determines what percentage of the evaluated value is used as the limit. A difference limit represents an absolute quantity number that is used as the limit.

If you leave the fields blank on the subsidiary and vendor record, the workflow does not execute the criteria that use them. For more information about exceptions, see 3 Way Match Vendor Bill Approval Exception Criteria.

Note:

Fields and settings related to subsidiaries are only applicable to OneWorld accounts.

To set the tolerance and difference limit:

1. Follow the path below to set the limit for each record:

   • Go to Lists > Accounting > Items.

   • Go to Lists > Relationships > Vendors.

   • Go to Setup > Company > Classifications > Subsidiaries.

2. Click Edit to update the record.

3. On the record page, enter the tolerance or difference limit in the appropriate field.

   The fields on the vendor record are located on the Financial tab. The fields on the subsidiary record are located on the Vendor Bill Matching tab.

   Note:

   In the tolerance and difference fields, you have to enter a positive number that is greater than zero. Decimal values are accepted.

   Field	Description
   Vendor Bill - Purchase Order Quantity Tolerance	Enter the tolerance limit for the discrepancy between the quantity on the vendor bill and purchase order.
   Vendor Bill - Purchase Order Amount Tolerance	Enter the tolerance limit for the discrepancy between the amount on the vendor bill and purchase order.
   Vendor Bill - Purchase Order Quantity Difference	Enter the difference limit for the discrepancy between the quantity on the vendor bill and purchase order.
   Vendor Bill - Item Receipt Quantity Tolerance	Enter the tolerance limit for the discrepancy between the quantity on the vendor bill and item receipt.
   Vendor Bill - Item Receipt Amount Tolerance	Enter the tolerance limit for the discrepancy between the amount on the vendor bill and item receipt.
   Vendor Bill - Item Receipt Quantity Difference	Enter the difference limit for the discrepancy between the quantity on the vendor bill and item receipt.

4. Click Save.

Important:

To use the tolerance limits, disable other quantity and amount criteria used only to identify discrepancies between the vendor bill and purchase order.

• [SS] VB Qty Greater Than PO Qty

• [SS] VB Qty Less Than PO Qty

• [SS] VB Amt Greater Than PO Amt

• [SS] VB Amt Less Than PO Amt

Related Topics

Customizing a Workflow State

Disabling Exception Criteria

Best Practices When Using the Tolerance and Difference Limits

Customizing the 3 Way Match Vendor Bill Approval

General Notices