Configuring Matching tab
Use the Matching tab to configure the options for finding matches between Infor CRM SLX and any integrated accounting systems. The options you select here define how the data entered by users in Infor CRM SLX is matched to existing data in your accounting system.
These settings define the default matching criteria for all users linking accounting data. Setting narrow search criteria do not return enough results to users which can cause them to create duplicates.
Note: This tab only applies to Accounting integrations.
To configure Matching tab:
- Access the SData Sync Configuration view. See SData Sync Configuration view Integrations tab
- Click the Matching tab.
- Click the link for the resource for which you require to define or change the match criteria.
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Perform these steps in the Edit Match
Criteria window: