Reviewing, Approving, and Processing a Suggestion
To review and approve a suggestion, and then process the suggestion:
Access the Voucher Match Process Workbench form.
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 before you click Find.
On the Selected Invoices subform, select the records that you want to review, select Review Suggestion/Receipt from the 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 a warning message. You can avoid a warning for an invalid action by always working with invoice lines that are at the same status.
On the Suggestion/Receipt Details form, select Approve All Suggestions from the Actions list, and then click the Go button.
The system changes the invoice status from suggested to approved and enables the Perform Match button.
Click the Perform Match button.
The system verifies that the selected receipt meets parameters set by the automation rule, supplier master record, and processing option. If the receipt is a valid receipt for the invoice, the system updates the F0411, F0911, and F43121 tables with values that show that the invoice line is matched to the receipt line. The system also updates the process type in the F0411Z1 record to 4 (matched), and updates the invoice status in the F0411Z1T table to 4 (matched after suggestion). The value in the Invoice Status field changes to Matched.
Note: As an alternative to completing the match in the Voucher Match Process Workbench program, you can approve the match in the workbench, and then run the Voucher Match Automation Driver program (R4304010) to run the Voucher Match Automation Matching UBE programs (R4304016, R4304020, and R4304021). If you set the Process Approved Invoices processing option to 1 (process), the system completes the match for approved suggestions and updates the database tables.