Procurement Clerk how-to

How to Do a Three-Way Match

Matching prevents overpaying.

Updated By the Career Education Institute Curriculum Team
Quick answer

Matching prevents overpaying. In short: pull; pull; pull, then complete the remaining steps below.

Step by step

  1. Pull the PO.

  2. Pull the receiving record.

  3. Pull the invoice.

  4. Compare items, quantities and prices.

  5. Resolve differences.

  6. Approve for payment.

Safety reminders for procurement clerks

  • Follow purchasing policies
  • Prevent fraud
  • Protect supplier data
  • Report conflicts of interest

Purchase order · Requisition · RFQ · Three-way match · Vendor · Lead time: see the full procurement clerk glossary.

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