Invoice Matching
Additions to auto match results
A summarize option is added to Auto Match.
Program/Business class/Process affected:
Auto Match
To test the enhancement:
Verify that these options summarize the errors by buyer, vendor, and error number:
- checking the summarize parameter on auto match
- running the summarize action on the auto match result
There should be both a year/month and an overall summary.
JT-1713489
Increased field sizes
The External Purchase Order field in PayablesInvoice, EDI Match Interface Input, and Payables Invoice Speed Entry is increased to synchronize with other business classes.
Program/Business class/Process affected:
Payables
To test the enhancement:
Verify that customers can specify 22 characters in the External Purchase Order field in PayablesInvoice, EDI Match Interface Input, and Payables Invoice Speed Entry.
JT-1653836
Fixed slow report processing
Fixed issue of Invoiced Not Received report taking a long time to return records.
Program/Business class/Process affected:
Invoiced Not Received
To test the enhancement:
One Invoiced Not Received panel is slow in certain circumstances due to calculating the INR quantity. Verify that the new panels are for generating and viewing a static report where a job can be submitted to calculate the INR quantity for the appropriate lines. Results can also be viewed for that point in time.
JT-1705059
Fixed issue on match invoice all rule group
Fixed the issue in matching invoices where the system displays an All Rule Groups Unsuccessful message even when the receipt was specified on the invoice line or the quantity was an exact match to one of the receipt lines, except the first one. The issue occurs when matching invoices with a detail match one-to-all rule group and there are multiple receipt lines for an invoice line.
Program/Business class/Process affected:
Invoice matching
To test the enhancement:
Verify that the invoice matches if either the receipt is specified or the quantity is an exact match to one of the later receipt lines.
JT-1710454
Fixed PO cost messages issue
The system was not creating PO Cost messages for dropship PO invoices.
Program/Business class/Process affected:
Invoice Matching
To test the enhancement:
Verify that PO Cost messages are being created for dropship PO Invoices.
JT-1712262
Purge auto match results
Added ability to purge old auto match results.
Program/Business class/Process affected:
Auto Match
To test the enhancement:
Verify that the auto match purge program works.
JT-1713955
Tolerances for add on costs
Added the ability to have tolerance checking on match invoices for add on costs.
Program/Business class/Process affected:
Invoice Matching
To test the enhancement:
- Verify Cost Component (Add on Cost tolerance) check box can be selected on Vendor Class and Vendor, and defaulted to the invoice.
- Verify that customers can set up tolerances on match rules for add on costs.
- Verify that when adding add on costs to invoices with Cost Component check box selected, that add on costs outside of the tolerance setup create PO cost messages.
JT-1637541