Override Settings
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Real-Time 3-Way Match Override Settings allow administrators to create exceptions to the default invoice-matching logic in NetSuite. These settings are especially useful when specific vendors, subsidiaries, or item types require tolerances or rules different from those in the global configuration. For example, while most vendors may follow a strict 0% threshold, a management services vendor under a special contract may be allowed a 10% threshold variance on total invoice amounts. Override Settings provide the flexibility to tailor invoice matching to contractual or operational nuances without affecting the broader system rules.
This article explains how to configure Override Settings within the Real-Time 3-Way Match module of NetSuite.
Override Settings are used when specific business units or vendors operate under terms that differ from your organization's default 3-Way Match rules. For example, some vendors may have negotiated threshold allowances that necessitate custom handling.
Follow these steps to configure Override Settings within the Real-Time 3-Way Match:
To locate the Override Settings, hover over the Setup menu, then 3-Way Match, and select the Settings option:
It will open the screen to the 3WM Settings page, where you can see the Override Settings section:
To initiate the override configuration process, click the New 3WM Settings button from the settings screen, which will open the new 3WM Settings page:
When setting up this override, use the form to define the combination of values that require different behavior — this might include a specific Subsidiary, Vendor, or Item:
To apply different matching behavior for a specific business unit, click the Subsidiary dropdown and select the appropriate subsidiary (eg, SquareWorks Consulting LLC) from the list:
Then, to define a custom threshold for a particular supplier, use the Vendor dropdown to choose the vendor that should follow alternate matching logic, such as NorthStar Management Group:
After selecting the fields that you want to override, scroll to the Settings section. To activate the override, check the Enabled box. This ensures that the override configuration is recognized and applied by the system:
When the override is based on Total Thresholds, enter a 10% value to allow matching within that range, especially when it differs from your standard configuration:
When configuring an override using certain field combinations, such as Vendor and Item, NetSuite dynamically adjusts the available options on screen. This ensures that only context-appropriate settings are displayed.
To see this dynamic behavior in action, set an override for both a Vendor and an Item, such as an item used for Consulting Services:
Note: When an item is selected from the ITEM dropdown, the system automatically adjusts available fields based on your selections. As you can see, the Total Threshold field is removed from the 3WM Settings page:
This concludes the process of setting up and managing Real-Time 3-Way Match Override Settings in NetSuite.
