Defining a Match Table

A match table is a structure that contains the rule groups for match processing. The match table, in conjunction with the match rule groups that are assigned to it, determine at what processing level the match will occur, and the processing rules for the matching attempt.

A match table consists of a match table type and match rule groups (which contain individual match rules).

To define a match table

  1. Access Match Table (MA00.1).
  2. Define a unique match table name and description.
  3. To further define your match table, use the following guidelines to enter field values:
    Match Table Type Decide whether the match table will be assigned to a match company, a vendor, or both.
    Detail Chargeback Type Decide whether chargebacks are to be created for the net difference between the invoice and receipt (Net), or the amount that the invoice is over the receipt (Overbill Only). This applies to Detail Match invoices only. The default is Net. For example:
    Invoice Lines Receipt Lines Difference
    15.00 5.00 10.00
    20.00 30.00 <10.00>
    The net chargeback is zero, and the overbill amount is 10.00.
    Note: Click the Rule Groups button to access the Rule Groups form to define match rule groups.
  4. Select a rule group. Consider the following field.
    Match Rule Group

    Assign up to three rule groups to the match table. Rule group 1 is required and is used for online matching.

  5. Select the Add form action to add the match table.

Related Reports and Inquiries

To Use
List the match table assigned to a company Company Listing (MA200)