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Settings

Overriding the Invoice Price Tolerance Rules on a Resource or Trade

Default invoice price tolerance rules are set at the site level. However, you can override the site’s price tolerances for an individual resource or trade. This allows you to tailor the rules for each of your resources.

To Override Invoice Price Tolerance Rules for a Resource

1.	Select the site’s Resource Management view.

2.	Open the resource you want to edit. The Resource window appears.

3.	On the Properties view, select the Procurement tab.

4.	In the Invoice price tolerance policies area, click Details. The Invoice Price Difference Tolerances dialog appears.

5.	To override the site’s settings, select Use the resource specific tolerances entered below.

6.	Enter the following settings, as required:

Setting Name

Description

Check Price Increases

Select this option if you want the system to check for increases between the entered price for an invoice line, and the supplier’s price for the line. You can then specify the allowable percent or amount of an increase before the line must be sent for approval. You can check for increases on regular, extra charge, and tax lines.

Allowable Increase Percentage

Enter the percentage by which an invoice line can increase before the line must be sent for approval or changed so that it is within the entered tolerance. Lines that have a percent difference that is not below this entered percentage cannot be posted until they are approved or made acceptable. You can enter different amounts for regular, extra charge, and tax lines.

Allowable Increase Amount

Enter the total amount by which an invoice line can increase before the line must be sent for approval or changed so that it is within the entered tolerance. Lines that have a difference that is not below this entered amount cannot be posted until they are approved or made acceptable. You can enter different amounts for regular, extra charge, and tax lines.

Check Price Decreases

Select this option if you want the system to check for decreases between the entered price for an invoice line, and the supplier’s price for the line. You can then specify the allowable percent or amount of a decrease before the line must be sent for approval. You can check for decreases on regular, extra charge, and tax lines.

Allowable Decrease Percentage

Enter the percentage by which an invoice line can decrease before the line must be sent for approval or changed so that it is within the entered tolerance. Lines that have a percent difference that is not below this entered percentage cannot be posted until they are approved or made acceptable. You can enter different amounts for regular, extra charge, and tax lines.

Allowable Decrease Amount

Enter the total amount by which an invoice line can decrease before the line must be sent for approval or changed so that it is within the entered tolerance. Lines that have a difference that is not below this entered amount cannot be posted until they are approved or made acceptable. You can enter different amounts for regular, extra charge, and tax lines.

7.

Click OK.

8.	Save and close the resource or trade.