Manage Tolerance

The Manage Tolerance screen under the Tolerance settings allows administrators to define acceptable variance limits used during bill validation and matching. Tolerances help handle minor differences caused by rounding, tax calculations, or pricing discrepancies without blocking processing.

Purpose

The Manage Tolerance screen enables authorized users to:

• Configure tolerance rules for PO Bills and Non-PO Bills
• Define acceptable variance thresholds using dollar amounts and/or percentages
• Enable or disable tolerance enforcement across the system

Tolerance Types

The screen is divided into two main sections based on bill type:

• PO Bills
• Non-PO Bills

Each section provides configurable tolerance options that can be enabled independently.

PO Bills Tolerance

The following tolerance options are available for Purchase Order (PO) Bills:

Tax Tolerance

• Defines the allowable difference between:
  • The bill tax amount, and
  • The PO tax amount
• Used to handle rounding or tax calculation discrepancies

Line Tolerance

• Defines the allowable difference between:
  • The system-calculated PO line total, and
  • The matched bill line amount
• Used to manage rounding differences or minor price variances

Gross Amount Tolerance

• Defines the allowable difference between:
  • The system-calculated bill gross amount (based on net and tax), and
  • The actual gross amount on the bill

Non-PO Bills Tolerance

The following tolerance options are available for Non-PO Bills:

Tax Tolerance

• Defines the allowable difference between:
  • The bill tax amount, and
  • The calculated tax amount
• Used to handle rounding or calculation discrepancies

GL Coding Tolerance

• Defines the allowable difference between:
  • The bill gross amount, and
  • The total of all GL-coded line amounts

Gross Amount Tolerance

• Defines the allowable difference between:
  • The system-calculated bill gross amount (based on net and tax), and
  • The actual gross amount on the bill

Tolerance Values

• Each tolerance option includes a toggle to enable or disable it
• When enabled, two input fields are displayed:
  • Dollar Amount
  • Percentage
• Users can define:
  • Only a dollar value
  • Only a percentage
  • Both dollar and percentage values

The system uses these values to determine whether a variance is acceptable.

Tolerance Actions

At the top-right corner of the screen, the following controls are available:

• Tolerance Status Menu
  A menu to activate or disable tolerance across the system

• Save Settings
  Saves and applies all tolerance configuration changes

Summary

The Manage Tolerance screen provides granular control over acceptable variances for PO and Non-PO bills. By configuring tolerance thresholds using dollar amounts and percentages, organizations can prevent unnecessary exceptions while maintaining financial accuracy and control.