Resolve a transaction with match tolerance exceptions

Typically, a purchasing manager or someone in a finance department reviews the list of Purchasing transactions with match tolerance exceptions and decides how to resolve them.

1. Go to Purchasing > All > Other transaction activity > View transactions.
2. Find a transaction on the list flagged with an exception.

   In the State column header, enter Exception to filter the list. The list refreshes to display only those transactions with match tolerance exceptions.

   You can also review each transaction type list for the transaction definitions that are configured for match tolerances. Use the State field to filter the list to view just the transactions with exceptions.

3. Select More actions > Edit at the end of the row.

   You can also select Exception in the State column to open the transaction in view mode, and then select Edit.

4. Scroll down to the Entries table and select Exception summary.
5. In the Exception summary window, check which variances exist (quantity, price, or both) and the amount of the variance.
6. For each line with an exception, use the transaction links and drill down to research the reason for the variance. For example, you might find that the quantity or price was entered incorrectly on one of the transactions.
   • If you decide that the exception for the line is not correct, close the Exceptions summary window and update the corresponding transaction. You might want to change the quantity, price, or both so that the quantity and price tolerance percents are no longer exceeded.
7. When you finish processing all the exceptions, complete either of these actions:
   • If you corrected all the exceptions, select Post.
   • If you accept the exceptions, select the Override exception button to accept the quantity or price variance.

1. Go to Purchasing >All> Other transaction activity > View transactions.
2. Find a transaction on the list flagged with an exception.

   In the State column header, enter Exception to filter the list. The list refreshes to display only those transactions with match tolerance exceptions.

   You can also review each transaction type list for the transaction definitions that are configured for match tolerances. Use the State field to filter the list to view just the transactions with exceptions.

3. Select Edit next the transaction with the exceptions that you want to resolve.

   You can also select Exception in the State column to open the transaction in view mode, and then select Edit.

4. Scroll down to the Entries table and select Exception summary.
5. In the Exception summary window, check which variances exist (quantity, price, or both) and the amount of the variance.
6. For each line with an exception, use the transaction links and drill down to research the reason for the variance. For example, you might find that the quantity or price was entered incorrectly on one of the transactions.
   • If you decide that the exception for the line is not correct, close the Exceptions summary window and update the corresponding transaction. You might want to change the quantity, price, or both so that the quantity and price tolerance percents are no longer exceeded.
7. When you finish processing all the exceptions, complete either of these actions:
   • If you corrected all the exceptions, select Post.
   • If you accept the exceptions, select the Override exception button to accept the quantity or price variance.

If the transaction posts to Accounts Payable, an AP supplier invoice is created.

Field descriptions: Exception summary

Exception summary field descriptions

Field	Description
Item ID	The item identifier.
Preceding txn	The original transaction document posted.
Quantity	Quantity posted on the original transaction.
Unit	Unit of measure recorded on the original transaction.
Price	Displays the extended price (unit price multiplied by quantity ordered) on the original transaction.
Previous txn	The first transaction document converted from original.
Quantity	Quantity posted on the first converted transaction.
Unit	Unit of measure recorded on the first converted transaction.
Price	Displays the extended price (unit price multiplied by quantity ordered) on the first converted transaction.
Current txn	The second transaction document converted from original containing a line with an exception.
Quantity	Quantity posted on the second converted transaction.
Unit	Unit of measure recorded on the second converted transaction.
Price	Displays the extended price (unit price multiplied by quantity ordered) on the second converted transaction.
Quantity variance	Displays the quantity difference based on the unit of measure.
Price variance	Displays the difference in price as based on the transaction currency.
Quantity variance %	The percent of change in quantity compared to the previous transaction.
Price variance %	The percent of change in the extended price compared to the previous transaction.