Clearing Suggestions and Creating New Suggestions

To clear existing suggestions for an invoice and then manually create new suggestions:

1. Access the Voucher Match Process Workbench form.

2. Complete the fields in the header area to specify your search criteria, and then click Find.

   To work with suggested matches, set the Invoice Status field to Suggested.

3. On the Selected Invoices subform, select the records that you want to review, select Review Suggestion/Receipt from the Invoice Action list, and then click the Go button.

   The system displays the Suggestion/Receipt Details form. If you selected multiple invoice lines, the system displays the first line. You can move to the next line by clicking the Next arrow.

   Note that if you select invoice lines for which the Review Suggestion/Receipt action is not valid, the system displays an warning message. You can avoid an error for an invalid action by always working with invoice lines that are at the same status.

4. On the Suggestion/Receipt Details subform, select Clear All Suggestions from the Action list, and then click the Go button.

   The system displays a confirmation window. If you choose to continue, the system changes the invoice status from suggested to unprocessed and enables the Manual Suggest and Automatic Suggest buttons. The system also displays the Select Receipts subform.

5. Create the new suggestion by performing one of the following steps:

   • Select receipts in the Receipt Details subform to move the receipts to the Suggestion/Receipt Details subform, and then click Manual Suggest.

   • Click the Automatic Suggest button.

   For both manual and automatic suggestions, the system validates that the proposed match passes validations and then changes the invoice match status to 1 (Suggested) in the F0411Z1T table.