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, access the Match Codes (tcmcs0158m000) session, which allows you to create multiple match codes that can be assigned to the various invoice-to business partners.

Note:

For each match, identified by a matched SBI relations code, LN creates a line in the Self-Billed Invoice Line Relations (cisli5110m000) session. This session allows authorized users to approve rejected matches or to cancel successful matches.
To manually match self-billed invoices, use the Match Self-Billed Invoices (cisli5200m000) session or the Self-Billed Invoices (cisli5100m000) session.

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 Authorizations (cisli0120m000) session.