Match process flow

Match is comprised of these main processes:

Process Description
Match setup When setting up Match:
  • consider the invoice and purchase order processing requirements for the central reporting organization
  • determine the company structure that best fits those requirements
  • set up Match accordingly

See the Financials Setup and Administration Guide.

Create and match invoices There are many options available to create invoices. These options allow the flexibility to suit business requirements. The setup you complete can help streamline invoice creation, messaging, and matching.
Reconcile invoices Use Match to perform exception handling to released invoices, add or remove hold codes on invoices, and add on charge confirmation and verify invoice through to payment..