The following describes how to manually start or restart, if necessary, the automatic matching process.
Note: A restart could not only be useful after error corrections, but also, e.g. if you receive invoices before the connected goods have arrived, and the invoices have, therefore, been rejected during the validation process. When the goods have arrived, you restart the automatic matching manually.
- Select the Automatic matching of A/P invoice lines menu item.
- You access Automatic matching of A/P invoice lines indicating the number of invoices that are due for automatic matching. The following fields must be completed:
- Invoice period
- Enter a period range. Invoices with an accounting period within the period range you enter in this field will be selected for automatic matching.
- Accounting period
- Defaulted, but can be changed.
- Voucher date
- Defaulted, but can be changed.
- Voucher type
- Enter the voucher type that the G/L postings should receive. Tip: It is recommended that you define one unique voucher type active for the A/P invoice automatic matching routine and establish a unique number series for that voucher type.
- Voucher break level
- Defaulted, but can be changed.
Enter your print parameters and click OK to start the process.
What to do next?
If the matching process was not successful, then you can print a listing to view all invoices and invoice lines that for some reason were not matched. You do this through the Print A/P inv automatic matching validation list menu item, or you can access the A/P automatic matching validation enquiry to view the rejected invoices and the detected matching errors.
If invoice line errors were detected, then you correct them via the Work with A/P invoice lines for automatic matching menu item. See Correct errors on automatically matched invoice lines for instructions.