Match tables

A match table is a structure that contains the rule groups for match processing. The match table and the match rule groups that are assigned to it are used to determine the processing rules and the processing level in which the match will occur.

A match table consists of a match table type and match rule groups, which contain individual match rules. During match table setup, you decide which match rule groups are assigned to a match table. There can be up to three. Match tables can be assigned to the company, vendor class, and vendor.

For example, the first rule group is used for online matching. The second rule group can be used during the auto matching process using some tolerances. The third rule group can use greater tolerances in a second auto process to try to match as many items as possible before they must be manually matched.

You must define at least one match table for a company. You can create additional match tables to override at the vendor or vendor class.

The match table type determines where the match table can be assigned. The table type can be:

• Company
• Vendor
• Both company and vendor

If you have different rule groups for vendors, then you can assign these rule groups to a specific vendor, vendor class, and to individual invoices. Match rules can also be assigned to message selections.