Automatic match

Smart Reconciliation will automatically create a set of invoice lines that represent a match. The automatic match functionality goes through the invoice and receivers and finds evenly matched items and places them in an Automatic Set. Automatic match compares goods and AOC items by item number, cost, quantity, and unit of measure. All of these values must match the invoice and receipt to create an automatic set.

For example, if you have an invoice with 100 lines and 99 lines have a receipt or receipts that represent a perfect match, then the application creates an automatic set for the 99 lines and displays only the one exception line.

Automatic match sets display in the Detail Match and Invoice Match pages in the Sets table. You can review and undo the automatic match sets.