Using Auto-Match Templates

You can save the settings that you frequently use for auto-matching as a template. The template is saved for use the next time that you perform the auto-match process.

You also use Auto-Match templates to select different options than the default auto-matching process. You use a template to select a different method of matching, for example, either match by TID or RID or Account, then select the ID or account pair information. You can save the selection as a template, or select Match to perform the matching process without saving it as a template.

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

To use Auto-Match templates:

Select Consolidation, then Intercompany, and then Manage.
Click Auto Match or select Actions, and then Auto Match, and then select Auto Match Template.
Select an action:
- To run the auto-match process using an existing template, from Template, select a template, and then click Match, or select Actions, and then Match.
- To create an auto-match template, continue with the next steps.
From the Point of View bar, select a scenario, year, and base period.
Enter the names of the Entity and Partner dimension members, or click Browse to find the Entity and Partner members.
From Transaction Currency, select a currency.
From Match By, select ID or Account.
Select an option:
- If you selected Match By ID, select Transaction ID or Reference ID, and enter an ID or use a wildcard.
- If you selected Match By Account, click Add and select the account dimension members or custom members, and in the Matching Accounts section, click Add and select the matching account dimension members or custom members.
  
  Tip:
  
  To remove accounts or matching accounts, click Delete or Delete All.
Select an action:
- To perform the matching process without saving the selection, click Match, or select Actions, and then Match.
- To save the settings as a template, click Save, or select Actions, and then Save.