Match Code Priorities (tcmcs0159m000)

Use this session to create and maintain priorities for the match codes that can be assigned to invoice-to business partners. For each priority that you define, select the check boxes for those fields that are used as match criteria when matching the self-billed invoice line with billable line. Several priorities can be defined based on the requirement. LN performed the invoice matching from the highest priority to the lowest priority.

Field Information

Match Code: The code that defines a set of priority-based additional criteria that must be applied when self-billed invoices are matched with billable lines.
Priority: Indicates which matching criteria will be used first to find a match.

Note: The lower the number, the higher the priority.
Description: The user-defined text that describes this priority.
Tax Code / Tax Rate: Each self-billed invoice line and billable line must match on tax information. Use this field to indicate whether matching should occur on tax code or on tax rate.
Item: If this check box is selected, the item code of the self-billed invoice line must match with the item code of the billable line.

Note: By default, this check box is cleared.
Shipment: If this check box is selected, the shipment of the self-billed invoice line must match with the shipment of the billable line.

Note: By default, this check box is cleared.
Shipment Line: If this check box is selected, the shipment line of the self-billed invoice line must match with the shipment line of the billable line.

Note: By default, this check box is cleared.
Packing Slip: If this check box is selected, the packing slip of the self-billed invoice line must match with the packing slip of the billable line.

Note: By default, this check box is cleared.
Packing Slip External: If this check box is selected, the packing slip used for the shipment from the VMI warehouse to the manufacturer of the self-billed invoice line must match with the packing slip used for the shipment from the VMI warehouse to the manufacturer of the billable line.

Note: By default, this check box is cleared.
Shipment Reference: If this check box is selected, the shipment reference of the self-billed invoice line must match with the shipment reference of the billable line.

Note: By default, this check box is cleared.
Sales Order: If this check box is selected, the sales order number of the self-billed invoice line must match with the sales order number of the billable line.

Note: By default, this check box is cleared.
Customer Order Number: If this check box is selected, the customer order number of the self-billed invoice line must match with the customer order number of the billable line.

Note: By default, this check box is cleared.
Customer Item Code: If this check box is selected, the customer item code must be used as a matching criteria when matching the SBI (self-billed invoice) line with billable lines.
Note: By default, this check box is cleared.
Ship-to Address: If this check box is selected, the ship-to address of the self-billed invoice line must match with the ship-to address of the billable line.

Note: By default, this check box is cleared.
Delivery Point: If this check box is selected, the delivery point of the self-billed invoice line must match with the delivery point of the billable line.

Note: By default, this check box is cleared.
VAT ID Customer: If this check box is selected, the business partner's VAT number of the self-billed invoice line must match with the business partner's VAT number of the billable line.

Note: By default, this check box is cleared.
Manual Approval Required: If this check box is selected, matches found with this match code priority must be manually approved.

Note: It is recommended to select this check box for any matching criteria priorities that are generated as false positive matches.
By default, this check box is cleared.