The NetSuite Approvals Workflow SuiteApp requires you to set the acceptable tolerance and difference levels. You must do this on the item, vendor, and subsidiary record to use the exceptions that use these values.
A tolerance limit determines what percentage of the evaluated value is used as the limit. A difference limit represents an absolute quantity number that is used as the limit.
If you leave the fields blank on the subsidiary and vendor record, the workflow does not execute the criteria that use them.
Fields and settings related to subsidiaries are only applicable to OneWorld accounts.
To set the tolerance and difference limit:
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Follow the path below to set the limit for each record:
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Go to Lists > Accounting > Items.
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Go to Lists > Relationships > Vendors.
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Go to Setup > Company > Classifications > Subsidiaries.
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Click Edit to update the record.
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On the record page, enter the tolerance or difference limit in the appropriate field.
The fields on the vendor record are located on the Financial tab. The fields on the subsidiary record are located on the Vendor Bill Matching tab.
NOTEIn the tolerance and difference fields, you have to enter a positive number that is greater than zero. Decimal values are accepted.
Field
Description
Vendor Bill - Purchase Order Quantity Tolerance
Enter the tolerance limit for the discrepancy between the quantity on the vendor bill and purchase order.
Vendor Bill - Purchase Order Amount Tolerance
Enter the tolerance limit for the discrepancy between the amount on the vendor bill and purchase order.
Vendor Bill - Purchase Order Quantity Difference
Enter the difference limit for the discrepancy between the quantity on the vendor bill and purchase order.
Vendor Bill - Item Receipt Quantity Tolerance
Enter the tolerance limit for the discrepancy between the quantity on the vendor bill and item receipt.
Vendor Bill - Item Receipt Amount Tolerance
Enter the tolerance limit for the discrepancy between the amount on the vendor bill and item receipt.
Vendor Bill - Item Receipt Quantity Difference
Enter the difference limit for the discrepancy between the quantity on the vendor bill and item receipt.
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Click Save.
To use the tolerance limits, disable other quantity and amount criteria used only to identify discrepancies between the vendor bill and purchase order.
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[SS] VB Qty Greater Than PO Qty
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[SS] VB Qty Less Than PO Qty
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[SS] VB Amt Greater Than PO Amt
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[SS] VB Amt Less Than PO Amt