Account Matching Parameters (tfgld1161m000)

Use this session to maintain default settings for the account matching (master data) sessions.

 

Matching Properties Defaults
Details
Automatic Account Matching Criteria Set
A company-specific set of priorities with matching criteria that can be linked to an account matching priority to enable automatic matching.
Matching Number Group
A group of first free number series that you can assign to a specific use.

For example, you can assign a number group to:

  • Business partner codes
  • Purchase contracts
  • Sales orders
  • Production orders
  • Service orders
  • Warehousing orders
  • Freight orders

Within a number group you can define multiple series. Each series is identified by the series code. The series numbers that LN generates consist of the series code followed by the first free number in the series. Series codes of the same number group have the same length.

Matching Series
A series of maximum four digits that is used to identify the transaction generated during the general ledger matching process.
Create Matching Transactions for Reporting Currency 1
If this check box is selected, LN creates matching transactions for reporting currency 1.
Create Matching Transactions for Reporting Currency 2
If this check box is selected, LN creates matching transactions for reporting currency 2.
Statutory
Matching Account
A ledger account used for official accounting purposes according to legal requirements.
Default Statutory Matching Dimension 1 - 12
Analysis account for ledger accounts to get a vertical view on ledger accounts. Dimensions are used to specify ledger account information.
Take Statutory Dimensions from Original Transaction
If this check box is selected, LN uses the dimensions of the original transaction if these are the same throughout the set of matched transactions. Otherwise, the default statutory matching dimensions are used.
Complementary
Matching Account
A ledger account that you can use for the amounts that are complementary to the amounts in the statutory accounts. For example, you can link a statutory account and a complementary account to a parent account. If you print the Management report based on the parent accounts, on the report LN adds the amounts in the complementary account to the amount in the statutory accounts.
Default Complementary Matching Dimension 1 - 12
Analysis account for ledger accounts to get a vertical view on ledger accounts. Dimensions are used to specify ledger account information.
Take Complementary Dimensions from Original Transaction
If this check box is selected, LN uses the dimensions of the original transaction if these are the same throughout the set of matched transactions. Otherwise, the default complementary matching dimensions are used.
Matching Authorization Defaults
Details
Kind of User
Approval Authorization
Tolerances without Transaction
Tolerance Amount in Local Currency
The maximum difference between amounts to be matched.
Tolerance Amount in Local Currency
The currency of the country in which the company is located. Otherwise, the currency in which you report to the local tax authorities.

In a multicurrency situation, you can use three home currencies. The three home currencies that you can define for a company are:

  • The company's local currency
  • Reporting Currency 1
  • Reporting Currency 2
Tolerance Percentage of Matched Amount
The maximum difference between amounts to be matched, expressed in a percentage.
Calculate Tolerance Based on
Indicates whether the tolerance percentage must be calculated based on the highest or the lowest amount.
Tolerances with Transaction
Tolerance Amount in Local Currency
The maximum difference between amounts to be matched.
Tolerance Percentage of Matched Amount
The maximum difference between amounts to be matched, expressed in a percentage.
Calculate Tolerance Based on
Indicates whether the tolerance percentage must be calculated based on the highest or the lowest amount.
Automatic Matching Defaults
Tolerances without Transaction
Tolerance Amount in Local Currency
The maximum difference between amounts to be matched.
Tolerance Percentage of Matched Amount
The maximum difference between amounts to be matched, expressed in a percentage.
Calculate Tolerance Based on
Indicates whether the tolerance percentage must be calculated based on the highest or the lowest amount.
Tolerances with Transaction
Tolerance Amount in Local Currency
The maximum difference between transaction amounts to be matched.
Tolerance Percentage of Matched Amount
The maximum difference between transaction amounts to be matched, expressed in a percentage.
Calculate Tolerance Based on
Indicates whether the tolerance percentage must be calculated based on the highest or the lowest amount.
Processing Defaults
Details
Transaction Type
A user-defined three-position code used to identify documents. The series linked to the transaction type give documents the sequence number.
Transaction Series
The series part of the transaction number.
Batch Reference
The reference that is linked to the batch.
Transaction Reference
The reference that is linked to the transaction.