Creating Auto-Match Templates

You can save the settings that you frequently use for auto-matching in a template. The template is saved in the Manage Documents list for use the next time that you perform the auto-match process. From the Manage Documents list, you can also select the template and extract it to an ASCII script file for loading in the future.

To create an Auto-Match template, you must be assigned the Intercompany Transaction Match Template security role.

  To create Auto-Match templates:

  1. In the Browser View, expand Tasks and select IC Transaction Tasks.

  2. Select Process IC Transactions.

  3. From Match, select AutoMatch.

  4. From the POV bar, select a scenario, year, and base period.

  5. Select the settings for auto-matching. See Auto-Matching Intercompany Transactions.

  6. To save it as a template, click Save as Template.