Performing auto match

Auto Match is a scheduled job that is run nightly after the Match Invoice Interface is run.

Auto match is performed according to the invoice date or the due date. You can also use the receipt and invoice additions that occur within a certain number of days from the run date.

Calculated date using Invoice Date and Due Date:

The invoice date is calculated using the date that the invoice was entered on the basic invoice page. The due date is calculated using the terms of the invoice. The invoices that are matched are determined by the number of days before and after the run date.

For a Match Add-on Cost, include the total add on charges and the total goods amount when performing the match.

  1. Select Auto Match.
  2. Select a Company or Company Group.

    A company group represents one or more companies. If you select a company group, then the Company field must be blank.

  3. Specify this information:
    Match Point
    Select a match rule group for the matching attempt. You can select the first, second, or third match rule group.
    From Vendor
    Specify the vendor number to match invoices for one vendor. To match invoices for a range of vendors, select a beginning vendor number and an ending vendor number.
    To Vendor
    Specify the ending vendor for the vendor range. To match invoices for a range of vendors, select a beginning vendor number and an ending vendor number.
    Invoice Process
    Select whether to include or exclude prepay invoices, or include only prepay invoices.
    Date Type
    Select whether to use the invoice date or the due date for auto matching.
    Run Date
    Specify the run date for auto matching. If this field is blank, then the system date is the default value.
    Use System Date
    Select this check box to use the system date instead of the run date.
    Days Before Run Date
    Specify the number of days in the past to include in the match. For example, on January 1, the number of days before is 30, then the match includes invoices that are dated through December 1.
    Days After Run Date
    Specify the number of days in the future to include in the match. For example, on is January 1, the number of days after is 30, then the match includes invoices that are dated through February 1.
    Prepay Invoice Match Rule
    Select the rule group for an invoice level match. This field is available if prepay invoices are included in the Invoice Process field.
    Prepay Detail Match Rule
    Select the rule group for a detail level match. This field is available if prepay invoices are included in the Invoice Process field.
    Exclude Vendors
    Specify the vendors to exclude in the auto match.
    Skip Date
    Select the date field to use.
    • Invoice Date. Select this option to omit the invoice in the auto match review until the number of skip days have passed from the date of the invoice.
    • Receipt Of Invoice Date. Select this option if the invoice date and the receipt date are the same. Use this option if the invoice date is different than the date that the invoice is received.
    Skip Days
    Optionally, specify the number of days to skip. Skip days are used to delay the auto match so that the invoice is not available before the goods and the receipt are received. Invoices are excluded in the auto match if the current date and the skip date are less than or equal to the number of skip days.

    For example, a PO is transmitted on Monday for goods and although the invoice is received electronically the same day or the next day, the receipt of goods is a few days away. Using skip days, the invoice is not evaluated for match until after the skip days have passed. In this example, specify 4, because typically a minimum of 4 days is required to receive the goods.

    We recommend that after you add the skip date and skip days, if you notice that the issue still exists, add days to the Skip Days until fewer “No Receipts available to Match” messages.

    Skip Only If No Receipt
    Select this check box to skip auto matching the invoice if the invoice has no receipt.
    Summarize Option
    Select whether to summarize the auto matching results.
  4. Click Submit.