> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/charted-configuration/real-time-3-way-match/understanding-3-way-match-settings.md).

# Understanding 3-Way Match Settings

### Abstract <a href="#id-7hrfn9ai6274" id="id-7hrfn9ai6274"></a>

*Real-Time 3-Way Match* is designed for companies using purchase orders in *NetSuite*. It ensures accuracy by comparing vendor bills' quantities, rates, and amounts against corresponding purchase orders and item receipts. This process introduces system-level controls that prevent overbilling or errors, reducing reliance on users to verify each bill manually. For example, if a vendor attempts to bill for a larger quantity than was ordered or received, *Real-Time 3-Way Match* helps flag that discrepancy before approval.

This article outlines how to access and begin configuring the *3-Way Match* settings in *NetSuite* after installation of the required bundle.

### Accessing the 3-Way Match Configuration Menu <a href="#moj34bjuadsq" id="moj34bjuadsq"></a>

After installing the **3-Way Match** bundle, you can access the configuration menu to begin setup.&#x20;

Follow these steps to understand the **3-Way Match** **Settings**:<br>

1. To ensure the menu loads correctly, first log out of *NetSuite* by hovering over your username in the top-right corner and selecting **Log Out**:\ <br>

   <div align="left"><figure><img src="/files/l66iopEOoNaJ8Hth51Dk" alt=""><figcaption></figcaption></figure></div>

   \
   \
   Then, log back in using your **Administrator** credentials:\ <br>

   <div align="left"><figure><img src="/files/gYDEbEL4NaAlZKlHCGdt" alt="" width="403"><figcaption></figcaption></figure></div>

   <br>

   Note: Logging out and back in is not always required, but it’s a useful troubleshooting step if you don’t see the **3-Way Match Settings** option after installing the bundle.\ <br>
2. Once logged in, navigate to **Setup**, hover over **3-Way Match**, then click **Settings** to access the configuration screen:\ <br>

   <div align="left"><figure><img src="/files/oPOMyuic7c0EFdtcmU9o" alt="" width="387"><figcaption></figcaption></figure></div>

   <br>
3. To begin making changes to the settings, click the **Edit** button on the **3WM Settings** page:\ <br>

   <div align="left"><img src="/files/T1wcNvjuLusJlOYOlq2o" alt="" width="390"></div>

   \
   After that, it will open a new screen for the **3WM Settings** page, where you can configure the settings further:\ <br>

   ![](/files/u1FCIZ7Azzk2jkpJ1Ej0)

   <br>

To continue, see the **Enabling 3-Way Match and Defining Thresholds** article.


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