The Aerchain runs invoice tolerances to determine whether invoices should be put on hold and checked for approvals. You can use the tolerance feature to maintain tolerance limits for differences between the transmitted net value and the referenced net value. Tolerance is useful to define the matching and tax tolerances you want to enable for variances between Invoices, purchase order, receipt, and tax Information.


You can define both percentage-based and value-based tolerances.


Tolerances on Supplier Category: You can set up the tolerances for the particular supplier category. 


First, navigate to the Supplier Categories tab from the left panel. From the Action column, click on the Tolerances. 


Add tolerance pop-up appears which include information such as -

  • Module: In which the supplier category is already selected so, it is disabled. 

  • Name: The supplier category name is selected so, it is also disabled.

  • Field: It consists of different fields on which the tolerance can be applied such as Subtotal, Total, Additional charges, Total without taxes, Line Item Taxes Total, Additional charges taxes total. You can select the field from the dropdown for which you want to apply the tolerance. 


  • Negative limit: You can set the lower reference limit for the invoice field according to the value or percentage type. 


  • Positive limit: Set the positive limit for the invoice field according to the value or percentage type. 


If the transmitted net value is lower than the referenced net value, then the system checks the difference against the lower limit. Otherwise, the system checks the differences against the upper limit. 


  • Type: You can define the type of tolerance i.e. percentage-based or value-based tolerances.


 

Invoices & Tolerances: You can also apply Invoice tolerances. To do so, navigate to the Invoice & Tolerances tab in the left panel. 


Select the Tolerances section, and click on the +New button from the top right corner. The ‘Module’ is already selected as Invoice so, it is disabled. Select the field from the dropdown on which you want to apply tolerance. Enter the negative and positive limits according to the percentage or value. Now, select the type of tolerance limit, either value-based or percentage-based. 


Finally, click on the ‘Create’ button. 




Edit tolerances: You can also edit the tolerances by clicking on the ‘Edit’ button from the Action column. 




Mark Inactive tolerance: If you want to inactivate a tolerance. Then select the Mark Inactive button from the action column and click on Inactive.