What is a Match Level?

The match level is an attribute of a match rule that determines what level of detail you want to use when matching invoices to receipts. There are two match levels:

Note: When invoice matching, the receipt is closed for match of later invoices. All cost difference involved with invoice match will be written to a tolerance account not the line level accounts on the Purchase Order.

Invoice Match: Invoices and receipts are matched at the header level; the invoice total is matched with the purchase order/receipt total. Invoice Match is not recommended if the line details are going to be added or interfaced.
Detail Match: Individual detail line amounts are compared to the receipt line amounts to identify a match. The detail match is performed by comparing the item, cost, and quantity at the line level on the Invoice/Purchase Order and the PO/Receipt. To ensure that the correct item is matched, choose this match level. Benefits of this match level are accurate inventory cost adjustments, correct quantities recognized for inventory items, and correct expenses are recognized for non-stock and special items. Another benefit is to have match tolerance differences follow the item, thereby posting to the requesting department cost center to meet your accounting goals. What are Matching Tolerances?