Shipment & Delivery Tracking

The Shipment feature section helps control shipment-related validations during invoice processing.

Feature Covered

  1. Invoice matching type

1) Invoice matching type

What it does

Invoice matching type defines how strictly invoice values are validated against upstream documents before approval.

This helps reduce quantity/price mismatches and improves audit control in shipment and purchase workflows.

Back Office → Features → Shipment → Invoice matching type

Available options

  1. 2 way
  2. 3 way
  3. 4 way

Option meaning

2 way matching

Compares invoice against the base order document (for example, PO vs Invoice) and checks key values like quantity/rate.

3 way matching

Compares across three stages (commonly PO + GRN/Shipment + Invoice) to ensure billed quantity matches received/shipped quantity.

4 way matching

Adds one more control layer beyond 3-way (based on your process setup), used when businesses require stricter compliance checks before final posting.

How to configure

  1. Open Invoice matching type.
  2. Select required mode from dropdown (2 way, 3 way, or 4 way).
  3. Click Save.
  4. Test with a sample voucher/invoice flow.
  • Use 2 way for simple and fast operations.
  • Use 3 way for standard purchase + GRN + invoice validation.
  • Use 4 way for high-control environments with additional approval/compliance checks.

Business benefits

  • Better mismatch prevention
  • Stronger internal control
  • Improved finance and audit accuracy
  • Clear shipment-to-invoice traceability