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Match User Guide
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About this guide
Overview
Match process flow
Integration of Match with other Infor applications
Match user roles
OS Portal overview
Accessing FSM in Infor OS Portal
Dashboards
Match structure
Required Match structures
Match pool options
Match levels
Match types
Match order
Match options
Match tolerances
Chargebacks and match rules
Create Match invoices
Invoice record structure
Options for creating add-on charges
AOC on a purchase order
AOC not on a purchase order
Match process type (AOC only)
Invoice and goods amount
Chargebacks
Invoice with tax
Tax out of balance
VAT reverse charge
Creating Match invoice record for VAT reverse
Match invoices
Creating Match invoices
Creating Match prepaid invoices
Matching prepaid invoices to receipts
Creating spread add on charges
Creating misc add on charges
Creating a pay schedule
Correcting invoice errors
Adding tax information to Match invoices
Creating recurring journal entries
Purchase order-related invoices
Creating details for a match purchase order invoice
Creating a credit memo for service contract
Payables invoices
Invoice Match process
Performing online match as Match Specialist
Performing online match as Invoice Processor
Match reversal
Reversing a match
Purchase order invoice cancel
Canceling purchase order invoices
Matching add on cost invoices
Assigning company customer
Assigning a Match processor
Reassigning a Match processor
Match messages
Invoice messaging
Invoice messaging setup
Invoice message types
Purchase order review messages
Service item review messages
Creating reconciliation match messages
Invoice message listing
Reconcile invoices
Reconciliation
Common reasons for reconciliation
Reconciliation list
Displaying unmatched invoices in the reconciliation list
Successful matches
Detail analysis
Invoice analysis
Purchase order analysis
Creating a Match aging summary
Generating the matching rate report
Match invoice interface
Maintaining Match invoice interface
Interfacing Match invoices
Interfacing selected Match invoice run groups
Viewing Match interface results
Clearing Match interface invoice errors
Smart Reconciliation overview
Smart Reconciliation process flow
Activating Smart Reconciliation
Reconcile invoices with Smart Reconciliation
Reconciliation scenarios
Detail match scenarios and resolutions
Exception invoices
Automatic match set
Work List overview
Filtering the invoices to create a work list
Performing additional match procedures
Write off or archive receipts
Archiving receipts
Creating ERS invoices
Payables and Match standard application reports and lists
Payment clearing file creation
Electronic payment creation
Procurement transaction interface
Processes that create transactions
Transaction scenarios
Match invoice, inventory, no cost discrepancy
Match invoice, non-inventory or special order, no cost discrepancy
Invoice match with cost variance, inventory items without chargeback
Detail match with cost variance, inventory items without chargeback
Dropship, non-inventory
Service invoice
Force match, invoice detail exceeds receipt
Invoice with no receipts-write off match later
Invoice with no receipts-write off match immediately
Discount at match
Void payment
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