Purchase Order Matching Rules

A list of all core matching rules that are run in Nimbello. Configurations may vary by customer.

Matching Rules

Rule Name	Core	Hold Rule?	Note
Additional Frieght error	Additional Frieght error	Hold
PO Line Blank Update	"No Part Number" Inserted for single line PO Invoice
Update GLAccount For Freight Line	GL Code auto assigned for Freight
Update GLAccount For Tax Line	GL Code auto assigned for Tax
Update GLAccount For Misc Line	GL Code auto assigned for Miscellaneous Charge
PO Number Invalid	PO Number Not Found	Hold
PO Vendor Mismatch	PO Vendor is a Mismatch to Invoice Vendor	Hold
PO Line Missing	PO Line Missing/Invalid For Item +' '+	Hold
Price Variance	PO Line # , Amount Invoiced is more/less than Purchase Order Amount ,For Item + ' ' +	Hold
Credit Price Variance	PO Line # , Credit Amount Invoiced is more/less than Purchase Order Amount ,For Item + ' ' +	Hold
Additional Charges – Tax	Additional Charges - Tax	Hold
Additional Charges – Freight	Additional Charges - Freight	Hold
Additional Charges - Misc	Additional Charges - Misc	Hold
Blanket Match	Invoice PO Replaced with the Blanket Release PO Number.		Requires integration support.
Blanket PO Not Assigned	Release not assigned.		Requires integration support.
No Receipts	PO Line # , Not enough available receipts	Hold
Over Received Quantity Match	PO Line # , Quantity Received exceeds Quantity Invoiced	Hold
Credit Extended Amount Variance	PO Line # , Credit Amount Invoiced more/less than Purchase Order Amount ,For Item
Extended Amount Variance	PO Line # , Amount Invoiced more/less than Purchase Order Amount ,For Item
PO Remaining Encumbrance Hold	PO Remaining Encumbrance Hold	Hold	Requires integration support.
PO Approval	PO Invoice Approval	Hold