# Editable three-way matching review worksheet

Use sanitized records and approved policies. This worksheet does not authorize posting, hold release or payment. Keep source links restricted and preserve prior results.

## Case ID, entity, supplier and supplier site

____________________

## Invoice ID, invoice line and original document reference

____________________

## Purchase order, line, schedule and approved version

____________________

## Receipt IDs, lines, dates and current versions

____________________

## Match basis: quantity, amount, milestone or approved alternative

____________________

## Original units and approved conversion evidence

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## Ordered, received, returned and corrected quantities or amounts

____________________

## Prior invoice allocations and confirmed reversals

____________________

## Current invoice quantity, price, currency, discounts and charges

____________________

## Matching rule, tolerance value, scope, version and owner

____________________

## Source snapshot time, calculations and individual unresolved checks

____________________

## Evidence request, responsible person, due date and case age

____________________

## Human correction, authority, reason and revised source reference

____________________

## Revalidation result and current hold, approval, posting and payment states

____________________

## Retry reconciliation, affected invoices, reopen history and retention

____________________

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OpenMax · 2026-09-04 · https://openmax.com/resources/blog/three-way-matching-automation/