Exact Match of Invoice Line to Receipt Line (Automation Rule 04)

When you run the Voucher Match Automation Driver program, that program runs the Voucher Match Automation UBE for Automation Rule 02, 03, 04, 05 program (R4304020) to match invoices and receipts for invoice lines assigned automation rule 04.

When you use automation rule 04, each invoice line received from the supplier is matched to a single receipt line. The amount of the invoice line and the receipt line must match exactly. The supplier can ship a purchase order line in multiple shipments then invoice for each shipment for each purchase order line. 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.

However, when you enable partial receipts in the supplier master, the system performs the match even if the purchase order is not closed.

See Partial Receipts for VMA Process.

Note: Automation rules 02 and 04 are similar; they each enable multiple shipments and require that each receipt line has a separate invoice line. The difference between the rules 02 and 04 is that rule 02 enables tolerance and rule 04 requires an exact match.

This illustration shows how the process matches invoice, receipt and purchase order lines for invoice lines assigned automation rule 04: