Automatic match set

A set of invoice lines is already created in Smart Reconciliation that represent a match. The automatic match set functionality goes through the invoice and receivers and finds evenly matched items and places them in an Automatic Set. Automatic match set compares goods and AOC items by item number, cost, quantity, and unit of measure. All of these values must match exactly between the invoice and receipt in order to create an automatic set.

For example, if you have an invoice with 100 lines and 99 lines have a receipt or receipts that represent a perfect match, then an automatic set is created for the 99 lines. Only the one exception line is displayed.

Automatic match sets are displayed in the Detail Match and Invoice Match pages in the Sets table. You can review and undo the automatic match sets.