Alternative alias match rules

Alternative item mapping match rules creates mappings between invoice item description and/or numbers and purchase order details to optimize the manual match process. The item description or item number on a matched invoice is stored as an alternative rule that is applied for future automatic matching. These alternative descriptions are also called item aliases.

Automatic match matches item description and item number from invoices with the created item aliases to identify purchase order lines.

When a user manually matches a certain invoice line with a certain purchase order line, the system checks if the descriptions are identical. If they are not, the description from the invoice line is proposed as an item alias for this purchase order description, unless it is already added. If the item number is scanned it is also used as an item alias.

Creating mapping rules

Item aliases (alternative descriptions or numbers) are created by using the checkboxes in the Manual Match window in the Alternative description and Alternative item number rows. A marked checkbox means that the match performed should be a general rule. Item aliases are bound to the item description on the purchase order.

Item aliases can also be created directly in the Automatch optimizer by adding a line with an alternative description.

Configure item mapping rules

All alternative item mapping rules are managed in the Automatch optimizer.