Purchasing

Match tolerance exceptions are now flagged for drafts

Now, line items that are exceptions to your tolerance settings are flagged for draft transactions in addition to posted transactions. This allows you to see line item discrepancies before you post the transaction, so you can catch issues before they hit the books.

Details

With match tolerances, Sage Intacct automatically compares the quantities and unit prices when you convert from one Purchasing transaction to the next. If the quantity or unit price in any line item is not within the tolerance limit you set, Intacct flags the converted to transaction as an exception. You can then choose to accept or fix the differences.

Permissions and other requirements

Subscription	Purchasing
Regional availability	All regions
User type	Business
Permissions	Purchasing Purchasing transactions: List, Edit, Override exceptions
Configuration	Enable match tolerances selected in Purchasing configurations
Dependencies or other requirements	Smart Events that are configured to update Purchasing transaction documents might impact your activity with match tolerances.
Restrictions	Overriding transaction exceptions is not supported through API or CSV update.