A client is implementing Accounts payable.
The client wants to establish three-way matching for 100 of their 5,000 stocked items from a specific vendor.
The client requires the ability to have items that require only two-way matching and specific items that require three-way matching.
You need to configure the system in the most efficient manner to achieve these requirements.
What should you do?
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A. B. C. D. E.C.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/accounts-payable/tasks/set-up-accounts-payable-invoice-matching-validationTo achieve the client's requirement of having three-way matching for specific items from a specific vendor and two-way matching for other items and vendors, the best approach is to configure a company matching policy of two-way matching and specify the items that require a three-way match.
Option D is the correct answer. Here's a detailed explanation of why:
A matching policy is a set of rules that determines how invoices, purchase orders, and receipts are matched in the Accounts Payable module. It defines the matching criteria and tolerances for each purchase order and vendor invoice. Microsoft Dynamics 365 Finance offers three types of matching policies: two-way, three-way, and four-way matching.
Two-way matching is when the invoice is matched against the purchase order based on the quantity and price. Three-way matching adds an additional step of matching the invoice against the receipt of goods to ensure that the quantity received matches the quantity invoiced. Four-way matching adds an extra step of matching the invoice against the purchase order, receipt of goods, and inspection of goods to ensure that the quality of goods received matches the quantity and price on the invoice.
In this scenario, the client wants to establish three-way matching for specific items from a specific vendor and two-way matching for other items and vendors. Configuring a company matching policy of a three-way match (Option A) would require all purchase orders, receipts, and invoices to be matched using three-way matching. This approach would not meet the client's requirement of having two-way matching for other items and vendors.
Configuring a company matching policy of non-required and specifying the items that require a three-way match (Option B) would allow the client to specify which items require a three-way match, but it would not allow the client to specify which vendor requires a three-way match. This approach would also not meet the client's requirement.
Configuring a company matching policy of two-way matching and specifying the matching policy for specific item and vendor combination level to three-way matching (Option C) would allow the client to specify both the items and vendor that require a three-way match. However, this approach would be less efficient than Option D because the client would need to specify the matching policy for each item and vendor combination.
Configuring a company matching policy of two-way matching and specifying the items that require a three-way match (Option D) is the best approach. This approach allows the client to specify which items require a three-way match while using two-way matching for all other items and vendors. This configuration can be easily managed and maintained as the client only needs to specify the items that require a three-way match.
Configuring a company matching policy of two-way matching and specifying the vendors that require a three-way match (Option E) would not meet the client's requirement of having specific items that require a three-way match. This approach would only allow the client to specify which vendors require a three-way match, and all items from those vendors would be matched using three-way matching.