Create Suggestions and Matches

You can create suggestions for records that have an invoice match status of unprocessed. Records are unprocessed if no suggestion exists, including records for which you have cleared the suggestions for the invoice records.

When you create suggestions in the Voucher Match Process Workbench program, the system performs validations on the invoice and receipt records and enables you to create suggestions for only the invoice and receipt records that pass the validations. For example, if you set up your supplier master records to require that item information is used for matching, the workbench lists as available for suggestions only those receipt records that include the same item information as the invoice record.

The system also performs the same validations when you perform matches in the Voucher Match Process Workbench program as it performs when you run the Voucher Match Automation programs (R4304016, R4304020, R4304021) in final mode. You run the Voucher Match Automation programs by running the Voucher Match Automation Driver program (R4304010). For example, whether you perform a match in the workbench or by running the batch programs, the process uses the automation rule assigned to the invoice line to determine whether the match must be exact or can be within a standard or rounding tolerance.