What is a Match Type?
A match type is an attribute of a match rule that determines how invoices and receipts are matched.
Match types are:
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1:1 (attempts to match one invoice to one receipt)
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1:A (attempts to match one invoice to all receipts)
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A:1 (attempts to match all invoices to one receipt)
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A:A (attempts to match all invoices to all receipts)
The Lawson recommended match rule set up is Detail match the type being set up A:1,1:1 and 1:A. This will enable the most efficient match process. When deciding on a match type, consider vendor invoices and how they are handled. For example, does each vendor invoice represent one shipment (1:1), does the invoice reflect multiple shipments (1:A), do multiple invoices reflect one shipment (A:1), or do multiple invoices represent multiple shipments (A:A).
One to One Match Type Example
With a one to one match type, the application looks for one invoice and one receipt with identical Item, Cost, and Quantity.
One to All Match Type Example
With a one to all match type, the application looks for all receipts and attempts to find an invoice with the sale information to perform the match. For example, if option 2 (Company/Vendor/PO) is chosen, the application looks to match all receipts with the same company/vendor/purchase order number to one invoice sharing that same company/vendor/purchase order number.
All to One Match Type Example
All to one will match the first invoice and leave the amount open to match on the receipt, so that it can be matched later. The receipt remains open until the quantity on the receipt is met or exceeded.
When you use the all to one match type, you may need to close receipts manually, if there are no more invoices to be matched.
All to All Match Type Example
With an all to all match type, the application looks at the total amount for all invoices to equal the total amount of all receipts.
This type of match is only available for an invoice match. You cannot use the All to All match type when using detail match.
