Interfacing selected Match invoice run groups

  1. Sign in as Match Specialist and select Match Invoice Interface.
  2. On the Process tab, click Interface Match Selected Run Groups.
  3. Specify this information:
    Select Run Groups Like
    Specify a wild card to indicate what set of run groups to interface invoices. The system interfaces all records with a run group that contains the specified value.
    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
    Match Point
    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.
  4. Click OK.