How does Four way Match work

Three-way match is already being utilized, but how does four-way match work?

• Munis

• Purchasing

• Accounts Payable

New functionality to user 

Munis supports four-way matching for accounts payable invoices. Four-way matching functions in a similar manner as three-way matching, which requires entry of invoice receiving records before an invoice can be liquidated. Four-way matching adds the requirement of inspector approval of received items.

To utilize four-way match (or 4-way match), some additional steps (other than already using three way match) are required.

1. Make sure a Three Way match option is selected in the Accounts Payable Settings program

2. On the Requisition or Purchase Order, the Inspection Required check box needs to be checked, and the Inspector user name needs to be filled in. This is the user who will perform the four way match by approving the business rule.

3. In the Workflow Business Rules program, a POI (Purchase Order Inspections) business rule needs to be established. 

After the POI business rule is created, the Purchase Order Receiving program creates a notification to the inspector when a receiving record is entered against a purchase order. The inspector must open the Purchase Order Receiving program and use the workflow buttons to approve the receiving record. This updates the value of the Receipt Status box to Approved, fulfills the four-way matching requirement, and allows creation of invoices against the purchase order.