Real-Time 3-Way Match

Maximize your controls with the most advanced, line-by-line 3-Way Match engine available in NetSuite

This feature is included within SquareWorks' Automate AP Automation Suite.

Performing 3-Way Match

When creating or editing Vendor Bills, PO or Item Receipts, 3-Way Match will automatically check for variances in real-time. If Item Receipts are not used or are not applicable to a line, 2-Way Match will be performed.

1. Create or edit a Vendor Bill or Item Receipt associated to a PO and then press Save.

2. 3-Way Match validation will automatically run prior to the transaction being fully saved. If no issues are found, the transaction will continue to automatically save – no additional action is required. However, if any variances are detected, a dialog box will open showing you the variances:

   
3. If there was a mistake made on the Vendor Bill or Item Receipt, press Cancel and correct the issue. Once the correction has been made, press Save to re-run 3-Way Match validations. If you would like to see more details about a variance detected hover over the info icons to the right to see additional details.

4. If you would like to save the Vendor Bill or Item Receipt with variances detected, you can optionally leave a comment before pressing Save With Variances.

5. The Vendor Bill or Item Receipt will be saved. However, it will be flagged as having variances. You can view the variances that were detected the last time the record was saved by viewing the transaction’s 3-Way Match Variances tab:

   

3-Way Match Approval Routing

Depending on your Automate configuration, the existence of 3-Way Match variances on a Vendor Bill may drive how a Vendor Bill routes for approval. See Approval Automation for details on how to route Vendor Bills for approval.