What is a Match Option?

A match option lets you decide how the invoice line is matched to the receipt line (Extended, Unit, or Extended/Quantity). The match option is used for comparison of tolerance amounts and quantities on invoice and detail matches.

The Extended option lets you match based on the extended amount, while the Unit option lets you match to receipt lines based on cost and quantity. You cannot use Invoice Match with the Unit option. The Extended/Quantity option lets you match based on the extended amount and on quantity at the header of the invoice and PO/Receipt. (Detail Match cannot use the Extended/Quantity option).

If you are concerned about matching the extended cost of the invoice line to the receipt line, use the Extended option. With the Extended option, you have a higher match ratio. However, you may match receipts and invoices with the same extended amounts, but different quantities. With the Unit option, the application makes sure that the invoice, receipt cost, and quantities match exactly (the tolerance applies to the unit cost).