Automation Rules
The voucher match automation (VMA) process uses automation rules to determine the logic that the system uses to match each supplier invoice to receipts and purchase orders. You can assign automation rules to the records that you upload to the F0411Z1 table. If you do not assign an automation rule to the F0411Z1 records, then the system uses the default automation rule that you assign to each supplier on the Purchasing 2 tab of the Supplier Master Revision form in the Supplier Master Revision program (P04012).
See Defining Supplier Purchasing Instructions
If no valid automation rule exists in the F0411Z1 record or in the supplier master record, then the VMA process issues an error message and does not attempt to match the F0411Z1 record to receipts and purchase orders.
This process flow illustrates how the system determines the automation rule to use:
This table describes the automation rules that you can assign to records in the F0411Z1 table or to suppliers:
Automation Rule |
Description |
Match Invoice Line to Single Purchase Order Line |
Match Invoice Line to Single Receipt Line |
Match Invoice Line to Multiple Receipt Lines |
Type of Tolerance Allowed |
|---|---|---|---|---|---|
01 |
Exact Match of Invoice Line to Purchase Order Line to Receipt Line (Automation Rule 01) |
Yes |
Yes |
No |
None |
02 |
Match of Invoice Line to Receipt Line, Standard Tolerance Applied (Automation Rule 02) |
Yes |
Yes |
No |
Standard VMA tolerance for receipt amount greater than the invoice amount. This tolerance uses the tolerance values defined in the standard tolerance. |
03 |
Yes |
No |
Yes |
Standard VMA tolerance for receipt amount greater than the invoice amount. This tolerance uses the tolerance values defined in the standard tolerance. |
|
04 |
Exact Match of Invoice Line to Receipt Line (Automation Rule 04) |
Yes |
Yes |
No |
None |
05 |
Yes |
No |
Yes |
Rounding |
|
06 |
No |
No |
Yes |
None |