Invoice Entry Rules

Use the table below to configure the invoice entry rules to match your organization's needs.

Settings	Scenario 1	Scenario 2	Scenario 3	Scenario 4	Scenario 5
Verify Balances	No	Yes	Yes	Yes	Yes
Allow Overrides	—	No	Yes	Yes	Yes
User Authorized to Override	—	—	No	Yes	Yes
Invoice Tolerances	—	—	—	In Combination	Individually
Maximum. Override Amount	—	—	—	$10	$10
Maximum Override Percentage	—	—	—	5%	5%
Purchase Order Amount	—	—	—	$100	$100
Accounts Payable Invoice Amount	—	—	—	X	X
Result	No warning or error message received when the invoice amount exceeds the purchase order balance.	Warning message received that the invoice will not be validated because the Purchase Order Type does not allow tolerances.	Warning message received that the invoice will not be validated until approved by an authorized user.	• Case 1: X <= $100.00 Invoice amount is less than or equal to the purchase order amount. No warning messages received. • Case 2: $100.00 < X < $105.00 Invoice amount is greater than the purchase order amount but less than the Maximum Override Percentage amount and Maximum Override Amount. Warning messages with option to override. • Case 3: $105.00 < X < $110.00 Invoice amount is greater than the Maximum Override Percentage amount but less than the Maximum Override Amount. Warning messages with option to override. • Case 4: $110.00 < X Invoice amount is greater than both the Maximum Override Percentage amount and the Maximum Override Amount. Warning message that the invoice batch could not be validated.	• Case 1: X <= $100.00 Invoice amount is less than or equal to the purchase order amount. No warning messages received. • Case 2: $100.00 < X < $105.00 Invoice amount is greater than the purchase order amount but less than the Maximum Override Percentage amount and Maximum Override Amount. Warning messages with option to override. • Case 3: $105.00 < X < $110.00 Invoice amount is greater than the Maximum Override Percentage amount but less than the Maximum Override Amount. Warning message that the invoice batch could not be validated. • Case 4: $110.00 < X Invoice amount is greater than both the Maximum Override Percentage amount and the Maximum Override Amount. Warning message that the invoice batch could not be validated.