I’m looking for documentation on how the 3 way match works in Epicor. We’ve run into a problem where the PO and Receipt are different from the AP invoice due to destination changes.
Our transit times are long and the AP invoice is posted and paid prior to the goods arriving to the destination warehouse. If we decide to receive the inventory into a different warehouse location than the original it creates an exception on the 3 way match.
I’m looking for a workaround, but I don’t fully understand the 3 way match and would like to get a better understanding of how it works.
We have been receiving shipments with long lead times into a ‘Transit’ bin, that way it is in the same warehouse.
What exception on the 3 way match are you seeing?
Part of this will depend on how you value your inventory, but the way it works for us is when a PO is received it triggers a PUR-STK that ties from the PO line/release to the receipt, and creates a FIFO layer. If we have an invoice that has a different value then the receipt, it will attempt to re-value the FIFO layer with an ‘ADJ-PUR’ transaction based on what is left of the original layer (100/100 units still in stock when the invoice is entered would receive 100% of the difference, if there were 50/100 units then 50% would go to the FIFO layer, 50% would be expensed off).
How everything the transactions are handled is in the Inventory Trans Hierarchy documents, and depends on how your system is set up.