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Question

First Time Match - suggestions

  • Feb 15, 2021 10:36 AM UTC
  • 2 replies
  • 128 views

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We are trying to improve our First Time Match rate for supplier invoices.

 

I am trying to us the PO/receipt reference more for stock items, but finding this is a difficult process for non-stock items and supplier won’t always quote a delivery ref etc for these.

 

Is there any suggestions on best practice for improving these?

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2 replies

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  • Hero (Employee)
  • Feb 17, 2021 2:35 PM UTC

For non-inventory or no part order lines, I’d change the matching criteria on supplier to either Line or Header - this way IFS will attempt to match at a more general level. Keep the inventory suppliers set to receipt matching to keep that necessary control in place.

 

As you can do this at supplier level, you can be more selective which suppliers have line level matching and which have header level.

 

Also, consider the use of tolerances and tolerance postings as this will help with the small differences.


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  • Do Gooder (Customer)
  • Mar 16, 2021 8:55 AM UTC

Hi Nick

 

Regarding tolerances, is it correct that IFS considers only difference in value and does not evaluation the quantity / number of items received when matching and applying tolerance?