The Control Total is the cost listed on a paper Invoice. In Inventory, a Control Total field will appear for users when a Control Total Tolerance is set up and assigned to the organization. The Control Total Tolerance will be the allowed difference between the total cost based the items added and the "control total" that is on the invoice.
Configuring the Control Total Tolerance
The Control Total will be configured by going to Inventory Preferences. The different options available to use for Control Totals will be listed beneath the Valuation method. There are two different options:
- Setting up a tolerance by dollar value.
- Setting up a tolerance by percentage.
Once you have chosen an option, you will enter the value you would like to use. After entering the value, select Save.
Using the Control Total on an Invoice
If a Control Total Tolerance has been assigned to your organization, you will see a field labeled Control Total on any invoice that you create. To the right of this field will be a section labeled "Diff".
As you add items the invoice, the total cost of the invoice based on those items will be judged against the control cost entered and the "Diff" field will begin to populate an amount.
If the difference is outside of the Control Total Tolerance, you will not be able to complete the Invoice.
If the difference is within the range of the Control Total Tolerance, then you will be able to complete the invoice.
However, you will be presented with a pop up asking you to confirm that you would like to complete the Invoice despite the difference.