Sage 300 - P/O Invoice Variance and Approvals Setup Guide

If you wish to learn how P/O Invoice Variance Display and P/O Invoice Variance Approvals work in SageAPA please read the following guide: What is P/O Invoice Variance and how is it used in SageAPA?
 

P/O Invoice Variance Display Setup

No setup is required for P/O Invoice Variance display. Provided that your Invoice is matched to an Imported P/O and has adopted receiving lines from that matched P/O, then your Invoice will display variance with any adjustments to Unit Cost, Qty or Total values. A user can hover over the adjusted field for more details on the variance. You'll also see if an Invoice has variance in the Tab view "In Progress", "Approvals", "Export" etc, when a Red Truck icon displays on the Invoice row.

P/O Invoice Approval Variance Setup 

1. Go to Settings --> Invoices --> Approval Channels --> Select the legal entity you wish to create the approval channel for --> Create Channel

2. Check the P/O Match option and enter the variance tolerance percentage for the Quantity and/or Unit Cost or Total. Save the approval channel. 

3. Optional (but recommended) - Set Approval Channel as a Stop Channel.
If you wish to create a workflow where P/O Invoices that break the tolerance you've set in the approval channel are redirected to that same channel, you'll need to make this approval channel a Stop Channel.

You'll also need to position the Approval Channel in a higher sequence order in the approval channels area. See the same Stop Channel guide for setup steps.