Exact Match of Invoice Line to Purchase Order Line to Receipt Line (Automation Rule 01)

When you run the Voucher Match Automation Driver program, that program runs the Voucher Match Automation UBE for Automation Rule 01 program (R4304016) to match invoices and receipts for invoice lines assigned automation rule 01.

When you assign automation rule 01, each invoice line received from the supplier is matched to a single purchase order line and a single receipt line. The amounts must match exactly between the invoice, purchase order, and receipt lines. The supplier must ship the entire quantity on a purchase order line together and must invoice the entire quantity on a purchase order line as one line on the invoice. No tolerance limits apply or rounding issues are allowed.

Note: The process performs a match when the open quantity on the purchase order is 0. The open quantity becomes 0 when you receive all the quantity or when you receive a partial quantity and close the remainder.

This illustration shows how the process matches an invoice, receipt and purchase order line for invoice lines assigned automation rule 01: