Running the Matching and Notification Processes

Once the Voucher Build Application Engine process (AP_VCHRBLD) has successfully finished and vouchers exist, the next step is to run the Matching process.

During implementation, at the installation level, if you select the eSettlements Matching Process check box on the eSettlements page, the invoices must be matched and approved separately, and only invoices with a match status of Matched or Not Applicable pass on to approval.

If you do not select this check box, the Matching process automatically approves invoices that are matched, eliminating the need to approve invoices separately.

The users and role types that receive email notifications are those set up at the agreement level. If you specify to use the notification defaults at the agreement level, the system uses the users and role types from the buyer SetID level.

Once you have successfully loaded purchase orders, receipts, and invoices into the appropriate tables, and have run the Voucher Build process followed by the Voucher Creation Notification Application Engine process (EM_VCHR_CRT), run the following processes to move the vouchers through the remaining steps:

1. Matching Application Engine process (AP_MATCH).

2. Voucher Match Error Notification Application Engine process (EM_VOMTCH_AE).

This section discusses how to generate match exception email notifications.