What are Match Rules and Rule Groups?

Match rules determine how invoice lines are matched to receipt lines.

You define the hierarchy of invoice match rules within the match rule groups. Match rule groups consist of up to six individual match rules. You must assign at least one match rule group to a match table. You can assign up to three match rule groups to a match table.

During match rule group setup, you decide how an invoice is to be matched. You determine:

  • A match level (Invoice Match or Detail Match)

  • A match type (one-to one, one-to all, all-to-one, or all-to-all)

  • The order for the match level

  • The match option to use (Extended, Unit, or Extended/Quantity)

  • Tolerance rules for each rule

Lawson recommends using a separate rule group for interfaced invoices or invoices that are received via EDI.