Purchase agreement matching policy in Microsoft Dynamics 365 Supply Chain Management

In this blogpost I would like to go through the feature and explain what has been done in scope of this feature.

Name: Purchase agreement matching policy

Description: This feature enables you to define a matching policy on the Purchase agreement that all associated documents will adhere to.

Within this feature the following capabilities were introduced:

• Users can now define an invoice matching policy to use for purchase orders released from a purchase agreement. 

When this feature is enabled and Enable invoice matching validation parameter is enabled (Accounts payable > Setup > Accounts payable parameters > Invoice validation tab > Invoice validation section), a new field 'Line matching policy' will appear on the Purchase agreement classification page (Procurement and sourcing > Setup > Purchase agreement classification).

When this feature is enabled and Enable invoice matching validation parameter is enabled (Accounts payable > Setup > Accounts payable parameters > Invoice validation tab > Invoice validation section), a new field 'Line matching policy' will appear on the Purchase agreement page (Procurement and sourcing > Purchase agreements > Purchase agreements).

If the Allow matching policy override on the Accounts payable parameters page is set to 'Higher than company policy' and you are attempted to select a lower matching policy then defined in the parameters, you will get an error message: The line matching policy cannot be changed to a lower line matching policy than %1.

When Purchase agreement is released, matching policy on the purchase order will be defaulted from the purchase agreements. 

Setting 'Higher than company policy' will update Purchase agreement classifications and purchase agreements to Company policy with additional dialog popping up: At least one line matching policy is lower than the company line matching policy. The lower matching policies may exist on purchase order lines or in the Matching policy form. Do you want to set all of them to use the company line matching policy?

That's it!