Self-billed invoice matching

Self-billed invoices can be automatically matched based on:

  • Fixed criteria

    These fields are fixed matching criteria:

    • Invoice-to Business Partner
    • Currency
    • Unit Delivered Quantity
    • Tax Country
    • Tax Code
    Note: Only billable lines that have status Confirmed and for which the Receive Invoice check box was selected, will be considered for matching.
  • Optional criteria

    These fields are optional matching criteria:

    • Sales Order
    • Customer Order Number
    • Shipment
    • Shipment Line
    • Packing Slip
    • Packing Slip External
    • Item
    • VAT Number Customer
    • Shipment Reference
    • Ship-to Address
    • Delivery Point
    To include or exclude (optional) fields for field matching, use the Match Codes (tcmcs0158m000) session. In this session, you can create multiple match codes that can be assigned to the various invoice-to business partners.
Note
Approve matched self-billed invoices

After self-billed invoices have been matched, they must be approved. To manually approve a range self-billed invoices, use the Approve Matched Self-Billed Invoices (cisli5210m000) session.

Note
  • Even if, in the Invoicing Parameters (cisli0100m000) session, in addition to the Automatic Match Self-Billed Invoice check box, Automatic Approve Self-Billed Invoice is selected, the approval step applies for those matches that were initially rejected by LN but later on accepted by an authorized user.
  • Matched self-billed invoices can only be approved by users who are listed in the Self-Billing Approve Authorizations (cisli0120m000) session.