Line Approval Tolerance Rule

This page is accessed via Financials > Payment Rule Management > Line Approval Tolerance Rule.

The line approval tolerance rule establishes tolerance thresholds for individual shipment cost/invoice lines. For given shipment cost/invoice line attributes such as cost type and accessorial code, you may specify tolerance thresholds to prevent automatic approval of invoice lines that are too high or too low compared to the corresponding shipment cost. You can also limit the application of the rule based on dates.

1. Enter a unique identifier for the rule in the Line Approval Tolerance Rule ID field.
2. Enter the Effective Date and the Expiration Date for the rule.
3. Select the Domain Name where this rule will be active.
4. Select the Aggregate check box to specify the approval rule for invoices with aggregated invoice lines.
5. Enter the Line Aggregation Constraint Set to group the invoice lines and approve the aggregated invoice lines.
6. Enter a Location Profile ID to specify that the source location (that is, the first stop) on an invoice match one of the locations in that location profile. If no Location Profile ID is specified, then all locations on the invoice are valid.
7. Select a Mode Profile ID to specify the transportation mode associated with this rule. If no mode profile is defined, OTM will not perform transport mode compatibility validation.
8. To define validation against shipment reference numbers:
   1. Select the first Match All check box if all shipment reference numbers must exist on the shipment to validate this rule. If this check box is not selected, only one reference number must exist.
   2. Enter the Shipment Reference Numbers to validate against.
   3. Enter the Shipment Reference Number qualifier.
   4. Click Save.
9. To define validation against payment reference numbers:
   1. Select the second Match All check box if all payment reference numbers must exist on the shipment to validate this rule. If this check box is not selected, only one reference number must exist.
   2. Enter the Invoice Reference Numbers to validate against.
   3. Enter the Invoice Reference Number Qualifier.
   4. Click Save.
10. Click New Approval Tolerance Rule Detail to add details.
11. In the Invoice Line Item to Shipment Association section, for an invoice of the shipment group, to associate each invoice line item to a shipment, define the reference number qualifier of the invoice line to be matched with the reference number qualifier of the shipment. Usually, this reference number represents the container number.
    1. Enter the Invoice Line Item Reference Number Qualifier, used to store the container number associated with the shipment.
    2. Enter the Shipment Reference Number Qualifier, used to store the container number associated with the shipment.
    3. Click Save.

Note: This information will be used only for invoices related to a shipment group.

8. Click Finished.

Note: If multiple rule details are present, enable the optional feature " INV LINE APPR-STOP AT FIRST PASSED DET AND RULE" to perform evaluation from the specific to generic rule details. When enabled, the invoice line approval will look up the line tolerance rule details from specific to general order. The tolerance check will stop after the evaluation of the first compatible rule detail.
If the optional feature is disabled,  the invoice line approval will apply all eligible rule details for the tolerance check.