Match process overview

The matching process is flexible and the exact sequence of events can vary somewhat from organization to organization. At a high level, however, this table represents a typical process for matching invoices to purchase orders.

To	Use
Requisition items in the Requisitions application	Requisition (RQ10.1)
Create a purchase order in the Purchase Order application	Purchase Order Entry (PO20.1)
Receive items and create a receipt in the Purchase Order application	PO Receiving (PO30.1)
Specify the invoice in the Accounts Payable application	Basic Invoice (AP20.1), Taxed Invoice (AP20.2). Details specified on MA43 screens
Match an invoice online as you specify the invoice in the Accounts Payable application or to match a group of invoices using an auto-match batch program in the Invoice Matching application	Basic Invoice (AP20.1), Taxed Invoice (AP20.2), or Auto Matching (MA126), or PO Invoice Match (MA26.1)
Match invoices out of tolerances to receipts in the Invoice Matching application	Reconciliation Queue (MA60.1)and Smart Reconciliation Application. (See Smart Reconciliation User Guide)
Complete the cash payment cycle to pay for items in the Accounts Payable application	Refer to AP Closing Process