Interfacing Match invoices
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Sign in as Match Specialist and select .
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Click Interface Match
Invoices.
- Specify this information:
- Run Group
- Specify the run group of the imported
records.
- Processing Option
- Select Database File to process from Match Invoice
Interface. Select CSV File to process from
EDI Interface Invoices.
- Company
- Specify the Match company.
- Vendor
- Specify the vendor.
- Process Level
- Select the process level.
- Authority Code
- Specify the authority code.
- Invoice Process
- Select whether to Add or Add And
Match the invoice.
- Match Point
- Select the rule group for the invoice to be matched.
- Default Process Level
- Specify the default process level. If a default is
specified, the process level is used on invoices without a defined
process level.
- Default Authority Code
- Specify the default authority code. If a default is
specified, the process level is used on invoices without a defined
authority code.
- Allow Match On Either Item Or Vendor Item
- Select this check box to interface invoice lines that match on either item or
vendor item. If left unchecked, invoice lines with a mismatch, on
either item or vendor item, are an error and are not
interfaced.
- Move Errors To New Run Group
- Select this check box to move the records with errors to
another system-numbered run group. If this field is not selected,
then the records with errors remain in the run group.
- Include Invoices In Error
- Select this check box to include invoices with non-fatal
errors.
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Click OK.