Setup page · Accounts payable

Matching policy

An optional setup page for line matching policies at the item, vendor, or item and vendor level.

Used by: —
Business process: Perform invoice matching in Dynamics 365 Finance
Menu item: PurchLineMatchingPolicy
Main table: —
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	An optional setup page for line matching policies at the item, vendor, or item and vendor level.
What you do here	Used to override the legal entity line matching policy with two-way or three-way matching for specific items, vendors or combinations, which then defaults onto purchase order lines.
Example	For example, a controller who requires two-way matching for most purchases sets three-way matching for an asset item, such as a CNC machine, so that its invoices are also matched with product receipts.

Matching policy page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Manage accounts payable › Process supplier invoices › Perform invoice matching in Dynamics 365 Finance
Menu path	Accounts payable › Invoice matching setup › Matching policy
Set up first	Accounts payable parameters Microsoft Learn ↗
Used next by	All purchase orders Microsoft Learn ↗
Related pages	Price tolerances Microsoft Learn ↗Invoice totals tolerances Microsoft Learn ↗Item price tolerance groups Microsoft Learn ↗Vendor price tolerance groups Microsoft Learn ↗Charges tolerances Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Matching policy1 screen

Set up the two-way and three-way matching policies that apply to vendor invoices.

Screen 1
Set the matching policy for the item and vendor
Go to Accounts payable > Invoice matching setup > Matching policy
1. Check the company Line matching policy and Allow matching policy override
2. Set Matching policy level
3. Select Add and enter the item and vendor
4. Select OK
1Matching policy level Item and vendor
2Item number BEAT-ITEM-001
Vendor account BEAT-000001
Show the full screen
page title tab to open what to set or check

1Matching policy level	Item and vendor
2Item number	BEAT-ITEM-001
Vendor account	BEAT-000001

Microsoft's steps

Go to Accounts payable > Setup > Invoice matching setup > Matching policy.
Select the Matching policy level: Item and vendor, Item, or Vendor.
Set two-way or three-way matching for the items, vendors, or item and vendor combinations that need a policy different from the legal entity default.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Matching policy level	The level the policy applies to: specific items from specific vendors, specific items from any vendor, or all items from specific vendors.Microsoft Learn ↗	Item and vendor	—
Item number	—	BEAT-ITEM-001	—
Vendor account	—	BEAT-000001	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Matching policy	—	—

Solution architect

5Design impact

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	The policy is chosen in a fixed order: item and vendor first, then item, then vendor, and finally the legal entity default from Accounts payable parameters. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`PurchLineMatchingPolicy` Checked in Dynamics 365
Form	`PurchLineMatchingPolicy` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=PurchLineMatchingPolicy`
Integrate with	—
Table definition	—