What is 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). During match table setup, you decide which match rule groups (up to three) are assigned to a match table. Match tables can be assigned to the company, vendor class, and vendor.

For example, the first rule group is used for online matching. The second rule group could be used during the auto matching process using some tolerances. The third rule group could use greater tolerances in a second auto process to try and match as many items as possible before manual matching is required.

The following illustration shows some possible uses for different match rule groups.

The following illustration shows the relationship between match table and match rules.

You must define at least one match table for a company. You can create additional match tables to override at the vendor or vendor class.

The match table type determines where the match table can be assigned. The table type can be:

• Company

• Vendor

• Both company and vendor

If you have different rule groups for different vendors, you can assign these rule groups to a specific vendor, vendor class, match handling code, and individual invoices. Match rules can also be assigned to message selections.