Template · Reconcile · Opening soon

Three-way match template for purchase orders, receipts and invoices

Line up every purchase order with what arrived and what the supplier billed. The template flags lines not received, billed more than received, or billed at a different price, before you pay.

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You bring

Purchase orders14 rows

PO numberItemQty orderedUnit price

Goods received13 rows

Receipt PO numberReceipt itemQty received

Supplier invoices13 rows

Invoice PO numberInvoice itemQty billedBilled unit price

Mammoth does the work

You get

One table15 rows

Each PO line: matched, partly received, billed more than received, or price differs.

No purchase orderPartly receivedMatchedPrice differsBilled more than received

Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
Your files, as they areUpload a file or connect a source. Your column names do not have to match.
Runs again by itselfWhen new data arrives, every step runs again and the result updates.

What you get back

The real result of this template, run on sample data.

Three-way match: the resultSample data15 rows

7 matched3 partly received1 billed more than received1 price differs1 no purchase order1 not billed yet1 not received yet

PO number	Item	Qty ordered	Qty received	Qty billed	Unit price	Billed unit price	Status
PO-4300	Toner	·	·	5	·	41	No purchase order
PO-4400	Paper A4	33	30	30	241.84	241.84	Partly received
PO-4401	Paper A4	30	30	30	44.23	44.23	Matched
PO-4402	Monitor	29	29	29	297.44	297.44	Matched
PO-4403	Monitor	33	33	33	275.35	297.38	Price differs
PO-4404	Laptop stand	26	26	26	270.38	270.38	Matched
PO-4405	Monitor	18	15	15	150.27	150.27	Partly received
PO-4406	Cables	17	17	19	261.31	261.31	Billed more than received

15 rows in the result · made from Supplier invoices (13 rows), Purchase orders (14 rows), Goods received (13 rows) · first 8 shown. Sample data: illustrative figures, not business results.

What is a three-way match?

A three-way match checks a supplier invoice against the purchase order and the goods-received note before payment. Quantity and price must agree across all three, or the invoice is held for a look.

How it works

How to use the three-way match template

1Bring your dataConnect a source, or upload a file.
2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.

See the exact columns and steps ›

What it needs

Purchase orders, receipts and supplier invoices (3 tables)

Purchase orders

PO number
Item
Qty ordered
Unit price

Goods received

Receipt PO number
Receipt item
Qty received

Supplier invoices

Invoice PO number
Invoice item
Qty billed
Billed unit price

The steps it runs

1Match columns: Purchase orders
2Match columns: Goods received
3Match columns: Supplier invoices
4Total by PO and item, for each of the 3 tables
5Bring in receipts
6One key for each line
7Bring in invoices
8Check each line

Every step is an ordinary Mammoth step you can open and change.

Three-way match: questions

Does it update by itself?

Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.

Can I change the steps?

Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.

Do my column names have to match?

No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.