D365 Finance & Operations and Dynamics AX Forum

Hi everyone.  Just curious what settings others are used for Accounts Payable Parameters - Invoice Validation.  Ours is currently set to allow our AP accountant quite a bit of flexibility in the 3-way match but that can be a little too flexible, so I'm looking to update our settings.  Just curious what others are doing that allows a good balance between allowing the AP person to enter invoices but restricting some changes to have to be made to the PO to allow invoices to be processed.



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Brad Reeves
Manager - Finance
Bill And Hillary Clinton National Airport
Little Rock AR
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attached are our invoice parameters. We also use other areas:
1) Security and roles - we do not allow invoice processors to receive as part of segration of duties.
2) workflow - 
a)if matching conditions are met and invoice is under a threshold, we allow it to post without approval
b) invoices over this threshold go through a pre-audit before posting in auditor's office. 
C) invoices over 50K are reviewed by a audit supervisor role after all other approvals​

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Tom Noorkah
Director of Financial Systems
City of Columbus
Columbus OH

614-645-5718
[email protected]
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Original Message:
Sent: May 04, 2022 09:38 AM
From: Brad Reeves
Subject: AP Invoice Validation settings

Hi everyone.  Just curious what settings others are used for Accounts Payable Parameters - Invoice Validation.  Ours is currently set to allow our AP accountant quite a bit of flexibility in the 3-way match but that can be a little too flexible, so I'm looking to update our settings.  Just curious what others are doing that allows a good balance between allowing the AP person to enter invoices but restricting some changes to have to be made to the PO to allow invoices to be processed.



------------------------------
Brad Reeves
Manager - Finance
Bill And Hillary Clinton National Airport
Little Rock AR
------------------------------

Original Message:
Sent: 5/4/2022 9:38:00 AM
From: Brad Reeves
Subject: AP Invoice Validation settings

Hi everyone.  Just curious what settings others are used for Accounts Payable Parameters - Invoice Validation.  Ours is currently set to allow our AP accountant quite a bit of flexibility in the 3-way match but that can be a little too flexible, so I'm looking to update our settings.  Just curious what others are doing that allows a good balance between allowing the AP person to enter invoices but restricting some changes to have to be made to the PO to allow invoices to be processed.



------------------------------
Brad Reeves
Manager - Finance
Bill And Hillary Clinton National Airport
Little Rock AR
------------------------------