Match Invoice – A summary of the activity

This activity allows you to force match order-based invoices that have failed the automatic matching inspite of considering the auto match tolerance. You can also force match invoices that have previously failed force matching. You can search and select the invoice that you want to force match. You can force match an invoice that is in the “Auto Match Failed” or the “Force Match Failed” status. The system matches the amount available in the invoice, purchase order , repair order, exchange PO, loan order and goods receipt document. The force matching takes place based on the percentage of tolerance that has been set for force matching. If the matching is successful the system updates the status of the invoice as “Matched” otherwise it is updated as “Force Match Failed”. The system also calculates and stores the percentage of positive or negative variance used to match the invoice.

This activity also allows you to view the details of the order-based invoice that you want to match. You can also record your observations regarding the matching of the invoice.

Getting familiar with the pages inside