CURRENT MATCHING SETUP - We use Detail Match with 3 levels; One-to-One, One-to-All and All-to-One with Unit Cost option on each. For Receipt matching on PO Cost, Regular Match and Reconciliation Match tolerances we use $0 amount / 5% over/under. All Quantity tolerances are blank.
PROBLEM – After CU77 on a service contract type invoice we still cannot change a line from $0.00 unit cost amount if either (1) the contract or contract line has insufficient budget or (2) is out of budget. This leaves an out-of-balance invoice plus there is no auto-created message for the Buyer or Contract Administrator. This forces Payables to send an email to Purchasing/Contracts and keep following up until fixed.
GOAL - We want service contract invoices to (1) always allow adding an amount on a line and (2) generate a message for Purchasing/Contracts when needed. In other words, we want Service Contract invoices to function the same as PO Match invoices.
REQUEST - We want to turn on Service Messaging. We are looking for suggestions and best practices on how to accomplish this. We are told that we need to start by setting up Service-By-Quantity and Service-By-Amount tolerances. Thanks for your help.
