Why it matters for wholesalers
- Suppliers change price lists, run promotions and add surcharges. The price on the purchase order may be weeks old when the invoice lands.
- Rebates and settlement discounts sit outside the invoice, so the price you pay is not always the net cost you get.
For wholesalers in Dynamics 365 Finance
- Open Accounts payable > Setup > Invoice matching setup > Price tolerances. You can set unit price tolerance percentages for the legal entity or for items, item groups, vendors, vendor groups and item and vendor combinations. The legal entity default is zero percent.
- Keep agreed prices on a purchase agreement. Its prices and discounts override trade agreements. With the setting Price and discount is fixed, changing the price on an order line breaks the link to the agreement commitment.
- Purchase agreements have an effective date range. The receipt date of a purchase must fall inside it.
- Vendor rebates (Procurement and sourcing) track rebate agreements and claims for suppliers who pay volume rebates.
What Dynamics 365 Finance does on its own
Net unit price and price totals matching within a percent or amount tolerance.
The order price is the base. Trade agreements set prices on orders.
What you need and the setup steps: Supplier price checks for Dynamics 365 Finance.
Example
Example Steel Supplies sends an invoice for 500 units of bracket B12. The agreed unit price on the purchase order is $4.20. The invoice charges $4.45.
| Line | Amount | What the check finds |
|---|---|---|
| Bracket B12, 500 units at $4.45 | $2,225.00 | Order price was $4.20, so the line is $125 over |
| Bolt pack BP7, 200 units at $1.10 | $220.00 | Matches the agreed price |
| Surcharge, material cost | $90.00 | Not on the order or price list |
The check flags the B12 price difference of $0.25 a unit and the surcharge. The buyer confirms whether a new price list applies before the bill is approved.
Common mistakes
- Approving a bill because the total looks close, without checking the unit price on each line.
- Updating the purchase order price to match the invoice without asking whether the supplier agreed to the change.
Step-by-step guides for Dynamics 365 Finance
- How to check vendor invoice lines against agreed vendor prices in Dynamics 365 Finance
- How to set a price tolerance on purchase order matching in Dynamics 365 Finance
What Pulsify adds
Pulsify checks every line against the purchase order or a price list you upload for each vendor. Pulsify connects to Dynamics 365 Finance. We set up the connection for you. More about supplier price checks in Pulsify or Pulsify for wholesalers.
More help
- Supplier price checks in Kinetic for wholesalers
- Supplier price checks in MYOB Acumatica for wholesalers
- Supplier price checks in NetSuite for wholesalers
- Supplier statement reconciliation in Dynamics 365 Finance for wholesalers
- Supplier credit notes in Dynamics 365 Finance for wholesalers
- Duplicate invoice checks in Dynamics 365 Finance for wholesalers
- PO matching in Dynamics 365 Finance for wholesalers
- All Dynamics 365 Finance how-to guides
Sources
Last checked 2026-10-19.
- learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/accounts-payable-invoice-matching
- learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/tasks/set-up-accounts-payable-invoice-matching-validation
- learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/purchase-agreements
- learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/vendor-rebates
- www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices
Also confirmed by
Common questions
How does Finance check a wholesale supplier's price at invoice time?
Set a net unit price tolerance, even per item or vendor, on the Price tolerances page. The invoice price is compared with the order price. Outside tolerance a match variance icon shows. Put agreed prices on a purchase agreement so the order already carries them.
How closely should a wholesaler check supplier prices?
Check the unit price on every line, not just the bill total. A 2% rise on a $500,000 monthly spend line is $10,000 a month. Check the largest SKUs by spend most often.
Is the price tolerance in transaction or accounting currency?
It depends on the type. Price totals by percentage use transaction currency. By amount they use accounting currency.
Pulsify setup guides
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Book a call to see how Pulsify handles supplier price checks in Dynamics 365 Finance for wholesalers.