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
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 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 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
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.