Creating match rules and match rule groups

Use match rule groups to organize the rules about how the match is performed for your organization. The rule group with its attached rules and tolerances are essential to a successful Match process.

Rule groups consist of individual match rules and are assigned to match tables. Rule groups can also be assigned to the vendor class, vendor, Match company for messaging, and invoice.

Select Match Rules.
Click Create.
Specify a Rule Group name and description.
Specify the match rules:
If you use invoice messaging, then you must have at least one rule with a detail match level. That rule is assigned to the Match Company.
Match level

Select Invoice Match or Detail Match. Use Detail Match unless multiple POs to a single invoice are included in the match process. For Invoice Match, the receipts that are associated with the PO and invoice are closed.

Type
Select the type of matching from invoices to receipts. These are the options:
- All to One: All invoices to one receipt
  This selection is used to match multiple invoices to a single receipt. The receipt remains open for additional invoices if the open to match quantity on the receipt is not exceeded.
- One to One: One invoice to one receipt
- One to All: One invoice to multiple receipts
Option
These are the available options:
- Extended: The total of the invoice line is considered, but differences in the unit of measure (UOM) are not considered for this option. For example, a line or 5-20 and 1-100 would both match. This rule can also be used for invoice match and only the total amount of the PO or receipt and invoice is considered.
- Unit Cost: We recommend that for detail match, to use unit cost because cost, quantity, and UOM are considered.
- Extended and Quantity: This option is for the Invoice Match level. The total of the PO and invoice and the total quantity are considered.
To define match tolerances, see Defining match tolerances.
Click Save.