Understanding 3-Way Match Settings

Abstract

Real-Time 3-Way Match is designed for companies using purchase orders in NetSuite. It ensures accuracy by comparing vendor bills' quantities, rates, and amounts against corresponding purchase orders and item receipts. This process introduces system-level controls that prevent overbilling or errors, reducing reliance on users to verify each bill manually. For example, if a vendor attempts to bill for a larger quantity than was ordered or received, Real-Time 3-Way Match helps flag that discrepancy before approval.

This article outlines how to access and begin configuring the 3-Way Match settings in NetSuite after installation of the required bundle.

Accessing the 3-Way Match Configuration Menu

After installing the 3-Way Match bundle, you can access the configuration menu to begin setup.

Follow these steps to understand the 3-Way Match Settings:

1. To ensure the menu loads correctly, first log out of NetSuite by hovering over your username in the top-right corner and selecting Log Out:

   

   Then, log back in using your Administrator credentials:

   

   Note: Logging out and back in is not always required, but it’s a useful troubleshooting step if you don’t see the 3-Way Match Settings option after installing the bundle.

2. Once logged in, navigate to Setup, hover over 3-Way Match, then click Settings to access the configuration screen:

   

3. To begin making changes to the settings, click the Edit button on the 3WM Settings page:

   

   After that, it will open a new screen for the 3WM Settings page, where you can configure the settings further:

   

To continue, see the Enabling 3-Way Match and Defining Thresholds article.