Match an invoice against an order and receipt

Four invoice lines need a payment recommendation. Apply a strict match against ordered quantities, accepted receipts and agreed prices; hold the entire line when a check fails.

SOURCE DATA
"line","ordered","received","invoiced","po_unit_usd","invoice_unit_usd"
"A","10","10","10","5","5"
"B","20","15","20","2","2"
"C","5","5","5","10","12"
"D","3","3","3","0","0"

RULES
Accept a line only if invoiced quantity ≤ received quantity ≤ ordered quantity and the invoice unit price equals the purchase-order price.
There is no price tolerance or partial-line payment in this fixture. Hold the full line on failure.
Zero-price lines remain valid when all matching conditions pass.

MY FIGURES
Accepted invoice lines: __________
Held invoice lines: __________
Payable amount (USD): __________
B units above accepted receipt: __________

MY REVIEW NOTE
________________________

METHOD
A passes all three checks and contributes 10 × 5 = 50. D also passes and contributes zero.
B invoices five more units than were accepted. Under this policy, hold its full line rather than paying the received portion.
C has the right quantity but a unit-price mismatch of two dollars. Keep the price disagreement separate from B’s quantity disagreement.

REFERENCE ANSWERS — try first
Accepted invoice lines: 2. A and D pass.
Held invoice lines: 2. B fails receipt coverage; C fails price equality.
Payable amount (USD): 50. 50 from A + 0 from D.
B units above accepted receipt: 5. 20 invoiced − 15 received = 5.

Matching only the invoice total hides line-level differences. A price overcharge and a shortage can offset each other numerically.

A real payment workflow also needs approval and tax rules. This practice case checks the explicitly supplied matching policy and does not authorize a payment.

Occupational context: O*NET 31.0 Database, USDOL/ETA, Task 2509, occupation 43-3031.00. https://www.onetcenter.org/dl_files/database/db_31_0_csv/task_statements.csv
CC BY 4.0: https://creativecommons.org/licenses/by/4.0/
Original practice material and adaptations by Skill Workbench. USDOL/ETA has not approved, endorsed or tested these additions. O*NET is a trademark of USDOL/ETA.