We would like to change SAP automatic matching so that line level matching move off

[former_member377428]

Hi,

We have line level automatic match in our SAP. It means that if invoice match against PO and goods receive is done, invoice is automatically send to payment process without manually handling. So far tolerances are in a line level and are:

5 % or 16 EUR

We would like to change SAP automatic matching so that line level matching  move off and in the future there were only invoice level matching where tolerance would be 100 €

Kindly suggest where we can make the changes in configuration.

[former_member233510]

• If you want the system to check an invoice item whether that exceeds a specified value limit during the invoice posting then follow steps 1 & 2
• If you want the system to check the difference between net invoice amount and net total of the items then follow steps 3 & 4  .

Step 1) Activate the item amount check then the system checks every line item in an invoice against the absolute upper limit defined.

IMG --> Material Management --> Logistics Invoice Verification --> Invoice block --> Item amount check --> Activate Item amount check

Step 2) Set the tolerance limit for the tolerance Keys AN (for invoice item without order reference) and AP (for invoice item with order reference)

IMG --> Material Management --> Logistics Invoice Verification --> Invoice block --> Item amount check --> Set Item amount check

Step 3) Define Tolerance group for your company code and tolerances

IMG --> Material Management --> Logistics Invoice Verification --> Incoming Invoice --> Configure Vendor Specific tolerance

Step 4) Assign the tolerance group in the vendor master record

Use transaction XK02 and select the view"Payment transaction"

Note: For both these methods the system won't consider PO. As mentioned by you the verification happens only at invoice level.

[tomas_talpa]

Assuming no custom development, Akshaya, you are right now using tolerances via invoice blocking, see customizing SPRO: Materials Management -> Logistics Invoice Verification -> Invoice Block -> Set Tolerance Limits.

If you want to switch to header/document level check, you need to use Vendor Specific Tolerances, see customising SPRO: Materials Management -> Logistics Invoice Verification -> Incoming Invoice -> Configure Vendor-Specific Tolerances.