Automatch Rules Overview

Simple Match

If the invoice has a single line referencing a purchase order with a single distribution line ...

... then the invoiced line quantity and unit price are matched to the purchase order distribution line.

Match Identify

Compares invoice line descriptions and item numbers to purchase order line descriptions and item numbers.

Match All

Compares the invoice net amount with the amount eligible for billing on the referenced purchase order.

If the amounts are equal, the invoice is matched to the purchase order.

The matching process deletes all initial invoice lines and generates new invoice lines using quantity and unit price from PO distribution lines.

The quantity used is the quantity eligible for billing.

Under Bill Match

If the referenced Purchase Order Net Amount is greater than or equal to the Invoice Net Amount ...

... and the Invoice Unit Price is lower than the Purchase Order Unit Price ...

... then the invoice is matched to the purchase order.

The invoice lines are combined to a single line that uses the Purchase Order Unit Price.

The Unit Quantity adjusted to match the Invoice Net Amount.

Over Bill Within Tolerance Match

The rule compares Purchase Order Net Amount to the Invoice Net Amount.

If the Invoice Net Amount is higher than the Purchase Order Net Amount, the difference is evaluated by a set of Tolerance settings.

Automatic Matching Exercises

You must create purchase orders in Oracle and invoices in WebTest to perform these exercises.

Automatic PO match standard for 1 line

1. Create a purchase order with 1 line, 1 shipment, 1 distribution, set to 2-way match.
2. Create an invoice with reference to the purchase order and submit it.
3. Ensure that price and quantity match data on the purchase order.

Automatic PO match standard for 2 lines

1. Create a purchase order with 2 lines, 1 shipment, 1 distribution for each PO line, set to 2-way match.
2. Create an invoice with a reference to the purchase order and submit it.
3. Ensure that description, price and quantity are the same on invoice and purchase order.

Automatic PO match standard for 1 line

1. Create a PO Receipts match option with 1 line, 1 shipment, 1 distribution, set to 3 way match
2. Create an invoice with a reference to the PO.
3. Ensure that price and quanity are the same on the invoice and purchase order.
4. Make sure to perform a Oracle receipts for the quanity added on the invoice.

Automatic PO match standard for two lines

1. Create a PO Receipt with 2 lines (1shipment, 1 distribution for each PO line), set to 3 way match
2. Create an invoice with reference to the PO.
3. Ensure that the description, price and qty are the same as on the created PO
4. Perform an Oracle receipt for the quantity added on the invoice for each PO line, shipment and distribution.

Automatic PO match standard

Explore the different PO auto match rules by creating different purchase orders for standard/receipts and submitting invoices via WebTest.

Automatic PO match for releases

1. Create a PO release for 1 line (1shipment, 1 distribution for each PO line), set to 2 way match
2. Create an invoice withreference to the PO
3. Ensure that the description, price and qty are the same as on the created PO

Automatic PO match Releases

Explore the different PO auto match rules by creating different purchase order releases and submitting invoices via WebTest.