Invoice Matching

This section contains enhancements in Infor Financials and Supply Management.

Create an aging chart for match invoices

Matching rates required performing additional analysis.

Program/Business class/Process affected:

  • Invoice Matching

To test the enhancement:

  1. Navigate to the Analysis > Match Aging submenu using either Match Specialist or Application Administrator.
  2. Run the Create Match Aging Summary action and verify the results are accurate such that invoices are put in the correct aging periods for vendor and year or month create date.
  3. Verify the links display the correct invoices for that aging period.
  4. Verify sorting works correctly for period 4 fields and totals.
  5. Verify that matching an invoice correctly updates the appropriate match aging periods, as well as updating the unmatched list.
  6. Verify that unmatching an invoice correctly updates the appropriate match aging periods, as well as updating the unmatched list.
Note: The Days To Match field for the aging is calculated by Match Date minus the create date. However, migrated invoices, which have a create date greater than the match date, calculate Days To Match as Match Date minus Invoice Date.

JT-1746949

OneSource, Generic, Match, UNSPSC Code, remove special character

For invoices using the OneSource tax engine, the UNSPSC Code must have no special characters prior to sending to the tax engine.

Program/Business class/Process affected:

  • Invoice Matching

To test the enhancement:

Verify that for invoices using the OneSource tax engine, special characters are removed from the UNSPSC Code prior to sending to the tax engine.

Dependencies:

  • Tax system = OneSource, Generic

JT-1756924