Match

This section contains enhancements in Infor Financials and Supply Management.

The new aging chart functionality should be added to more menus

Match Invoice Aging is available when using additional roles.

This list shows the additional user roles that can access Match Invoice Aging:
  • Payables Vendor Specialist
  • Purchasing Manager
  • Buyer
  • Supply Management Viewer
Verify that users with these roles can access Match Invoice Aging:
  • Payables Vendor Specialist in Vendor Utilities
  • Purchasing Manager in Lists And Processes
  • Buyer in Lists and Processes
  • Supply Management Viewer in Purchasing > Purchasing Lists

JR-3310003

Auto match or matching in process

The Processing Complete flag is displayed as the result after the auto match is complete. The conditions for this result must be specified.

  1. Run auto match with various scenarios.
  2. Verify that the Processing Complete flag has been renamed to Done Processing.
  3. The Done Processing condition is displayed when each appropriate invoice has been selected from processing and each invoice is marked with the reason it cannot match or is matched.

JR-3335362

OneSource, Generic, Match, and Reverse Distributions for update

You can reverse a distribution for a matched invoice using the OneSource tax engine. Changes can be made to a distribution on a matched invoice when incorrect information is specified in the Purchase Order.

  1. Run the OneSource tax engine.
  2. Specify a Company or Vendor Group to put out of tolerance invoices on hold.
  3. Create a Purchase Order for a taxed item.
  4. Create and match an invoice for the Purchase Order.
  5. Reverse the distribution.

JR-3343588