Delivered Match Rule Controls
PeopleSoft delivers different match controls to handle your organization's requirements. You can create new match rule controls or modify delivered match rule controls.
Standard Match Rule Control
PeopleSoft delivers a standard match rule control that are similar to the match rule control delivered in previous releases.
This table describes the standard match rule control delivered with the system:
| Rule Order | Match Rule ID | Description | If Rule is True Take Action | Continue to Next Rule |
|---|---|---|---|---|
|
1 |
RULE_S100 |
Invalid Match Control ID |
Exception |
Continue If False |
|
2 |
RULE_S110 |
Credit Adjustment Quantity > PO Matched Quantity |
Exception |
Continue If False |
|
3 |
RULE_S111 |
Credit Adjustment Amount > PO Matched Amount |
Exception |
Continue If False |
|
4 |
RULE_S120 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
5 |
RULE_S121 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
6 |
RULE_S122 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
7 |
RULE_S123 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
8 |
RULE_S200 |
Invalid PO ID exists not set for match |
Exception |
Continue If False |
|
9 |
RULE_S201 |
Invalid Receiver exists but not set for matching |
Exception |
Continue If False |
|
10 |
RULE_S210 |
Invalid PO Status |
Exception |
Continue If False |
|
11 |
RULE_S300 |
Invalid UOM conversion for PO |
Exception |
Continue If False |
|
12 |
RULE_S400 |
Invalid currency exchange rate for PO |
Exception |
Continue If False |
|
13 |
RULE_S500 |
Invalid UOM conversion for Receipt |
Exception |
Continue If False |
|
14 |
RULE_S600 |
Invalid currency exchange rate for Receipt |
Exception |
Continue If False |
|
15 |
RULE_S700 |
Invalid Global exchange rate conversion error |
Exception |
Continue If False |
|
16 |
710 |
Supplier's Financial Sanctions Status |
Exception |
Continue If False |
|
17 |
RULE_E100 |
Extended Price Tolerance |
Exception |
Always Continue |
|
18 |
RULE_E200 |
Extended Price % Tolerance |
Exception |
Always Continue |
|
19 |
RULE_E250 |
Voucher Ext Amt <> PO Ext Amt (No Tolerances) |
Exception |
Always Continue |
|
20 |
RULE_H100 |
Voucher Pay Terms <> PO Pay Terms |
Exception |
Always Continue |
|
21 |
RULE_H200 |
Voucher Supplier/Loc <> PO Supplier/Loc |
Exception |
Always Continue |
|
22 |
RULE_H400 |
Voucher Supplier/Loc <> Receiver Supplier/Loc |
Exception |
Always Continue |
|
23 |
RULE_I100 |
Inspection Required but not Complete |
Exception |
Always Continue |
|
24 |
RULE_L100 |
Voucher item <> PO item |
Exception |
Always Continue |
|
25 |
RULE_L200 |
Voucher item <> Receiver item |
Exception |
Always Continue |
|
26 |
RULE_P100 |
Voucher Unit Price <> PO Unit Price (No tolerance) |
Exception |
Always Continue |
|
27 |
RULE_P400 |
Voucher Unit Price <> PO Unit Price + % Unit Tol |
Exception |
Always Continue |
|
28 |
RULE_P500 |
Voucher Unit Price <> PO Unit Price + Unit Tol |
Exception |
Always Continue |
|
29 |
RULE_R500 |
No receipts found |
Exception |
Always Continue |
|
30 |
RULE_R600 |
No receipt found, but unmatched ones exist |
Exception |
Always Continue |
|
31 |
RULE_R650 |
Voucher line amt > Sum of received amount |
Exception |
Always Continue |
|
32 |
RULE_R651 |
Voucher line amt > Sum of received amount |
Exception |
Always Continue |
|
33 |
RULE_R900 |
Total voucher received quantity > Accepted Qty |
Exception |
Always Continue |
|
34 |
RULE_R901 |
Total voucher received quantity > Accepted Qty |
Exception |
Always Continue |
|
35 |
RULE_R950 |
Voucher Quantity greater than Assoc. Receipt Qty |
Exception |
Always Continue |
|
36 |
RULE_R951 |
Voucher Quantity greater than Assoc. Receipt Qty (non PO receipt) |
Exception |
Always Continue |
|
37 |
RULE_V200 |
Life to Date Voucher Qty > PO Qty |
Exception |
Always Continue |
|
38 |
RULE_V300 |
Life to Date Voucher Amount > PO Amount |
Exception |
Always Continue |
|
39 |
RULE_V400 |
Life to Date > Sched Amt + % ext tol |
Exception |
Always Continue |
|
40 |
RULE_V500 |
Life to Date > Sched Amt + ext amt tol |
Exception |
Always Continue |
Basic Match Rule Control
Enable merchandise matching using the minimum number of match rules with the basic match rule control. Match rule IDs 250 and 260 allow for non-receipt required matching. Delete these match rules if you require all purchase orders to be received.
This table describes the basic match rule control delivered with the system:
| Rule Order | Match Rule ID | Description | If Rule is True Take Action | Continue to Next Rule |
|---|---|---|---|---|
|
1 |
RULE_S100 |
Invalid Match Control ID |
Exception |
Continue If False |
|
2 |
RULE_S110 |
Credit Adjustment Quantity > PO Matched Quantity |
Exception |
Continue If False |
|
3 |
RULE_S111 |
Credit Adjustment Amount > PO Matched Amount |
Exception |
Continue If False |
|
4 |
RULE_S120 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
5 |
RULE_S121 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
6 |
RULE_S122 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
7 |
RULE_S123 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
8 |
RULE_S200 |
Invalid PO ID exists not set for match |
Exception |
Continue If False |
|
9 |
RULE_S201 |
Invalid Receiver exists but not set for matching |
Exception |
Continue If False |
|
10 |
RULE_S210 |
Invalid PO Status |
Exception |
Continue If False |
|
11 |
RULE_S300 |
Invalid UOM conversion for PO |
Exception |
Continue If False |
|
12 |
RULE_S400 |
Invalid currency exchange rate for PO |
Exception |
Continue If False |
|
13 |
RULE_S500 |
Invalid UOM conversion for Receipt |
Exception |
Continue If False |
|
14 |
RULE_S600 |
Invalid currency exchange rate for Receipt |
Exception |
Continue If False |
|
15 |
RULE_S700 |
Invalid Global exchange rate conversion error |
Exception |
Continue If False |
|
16 |
710 |
Supplier's Financial Sanctions Status |
Exception |
Continue If False |
|
17 |
100 |
No receipts found |
Exception |
Continue If False |
|
18 |
250 |
Line amount not = PO line amt with PO amt tol |
Exception |
Continue If False |
|
19 |
260 |
Line amount not = PO line amt with PO % tol |
Exception |
Continue If False |
|
20 |
270 |
Line amount not = recv line amt with PO amt tol |
Exception |
Continue If False |
|
21 |
280 |
Line amount not = recv line amt with PO % tol |
Exception |
Continue If False |
|
22 |
340 |
LTD vchr amt greater than PO amt with PO amt tol |
Exception |
Continue If False |
|
23 |
350 |
LTD vchr amt greater than PO amt with PO % tol |
Exception |
Continue If False |
Standard Match Rules Using Rules Tolerances Match Rule Control
PeopleSoft delivers a complete match rule control that includes all match rules using tolerances from the match rules.
This table describes the standard match rules using rules tolerances match rule control delivered with the system:
| Rule Order | Match Rule ID | Description | If Rule is True Take Action | Continue to Next Rule |
|---|---|---|---|---|
|
1 |
RULE_S100 |
Invalid Match Control ID |
Exception |
Continue If False |
|
2 |
RULE_S110 |
Credit Adjustment Quantity > PO Matched Quantity |
Exception |
Continue If False |
|
3 |
RULE_S111 |
Credit Adjustment Amount > PO Matched Amount |
Exception |
Continue If False |
|
4 |
RULE_S120 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
5 |
RULE_S121 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
6 |
RULE_S122 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
7 |
RULE_S123 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
8 |
RULE_S200 |
Invalid PO ID exists not set for match |
Exception |
Continue If False |
|
9 |
RULE_S201 |
Invalid Receiver exists but not set for matching |
Exception |
Continue If False |
|
10 |
RULE_S210 |
Invalid PO Status |
Exception |
Continue If False |
|
11 |
RULE_S300 |
Invalid UOM conversion for PO |
Exception |
Continue If False |
|
12 |
RULE_S400 |
Invalid currency exchange rate for PO |
Exception |
Continue If False |
|
13 |
RULE_S500 |
Invalid UOM conversion for Receipt |
Exception |
Continue If False |
|
14 |
RULE_S600 |
Invalid currency exchange rate for Receipt |
Exception |
Continue If False |
|
15 |
RULE_S700 |
Invalid Global exchange rate conversion error |
Exception |
Continue If False |
|
16 |
710 |
Supplier's Financial Sanctions Status |
Exception |
Continue If False |
|
17 |
100 |
No receipts found |
Exception |
Continue If False |
|
18 |
120 |
Pay terms not = PO pay terms |
Exception |
Continue If False |
|
19 |
130 |
Supplier/Loc not = PO Supplier/Loc |
Exception |
Continue If False |
|
20 |
140 |
Voucher item not = PO item |
Exception |
Continue If False |
|
21 |
150 |
Inspection required but not completed |
Exception |
Continue If False |
|
22 |
160 |
Supplier/Loc not = Receiver Supplier/Loc |
Exception |
Continue If False |
|
23 |
170 |
Voucher item not = receiver item |
Exception |
Continue If False |
|
24 |
200 |
Merch amt = PO merch amt with rule amt tol |
Match |
Continue If False |
|
25 |
210 |
Merch amount = PO merch amt with rule % tol |
Match |
Continue If False |
|
26 |
220 |
Merch amount = recv merch amt with rule amt tol |
Match |
Continue If False |
|
27 |
230 |
Merch amount = recv merch amt with rule % tol |
Match |
Continue If False |
|
28 |
240 |
Merch amount not = PO merch amt with rule amt tol |
Exception |
Always Continue |
|
29 |
290 |
Line amount not = PO line amt with rule amt tol |
Exception |
Always Continue |
|
30 |
300 |
Line amount not = PO line amt with rule % tol |
Exception |
Always Continue |
|
31 |
310 |
Line amount not = recv line amt with rule amt tol |
Exception |
Always Continue |
|
32 |
320 |
Line amount not = recv line amt with rule % tol |
Exception |
Always Continue |
|
33 |
380 |
LTD vchr amt greater than PO amt with rule amt tol |
Exception |
Always Continue |
|
34 |
390 |
LTD vchr amt grater than PO amt with rule % tol |
Exception |
Always Continue |
|
35 |
450 |
LTD vchr amt greater than recv amt w rule amt tol |
Exception |
Always Continue |
|
36 |
490 |
Line price not = PO price + rule amt tol |
Exception |
Always Continue |
|
37 |
500 |
Line price not = PO price with rule % tol |
Exception |
Always Continue |
|
38 |
580 |
Line qty not = recv qty with PO received % tol |
Exception |
Always Continue |
|
39 |
700 |
Freight not allowed |
Exception |
Always Continue |
Standard Match Rules Using PO Tolerances Match Rule Control
PeopleSoft delivers a complete match rule control that includes all match rules using tolerances from POs.
This table describes the standard match rules using PO tolerances match rule control delivered with the system:
| Rule Order | Match Rule ID | Description | If Rule is True Take Action | Continue to Next Rule |
|---|---|---|---|---|
|
1 |
RULE_S100 |
Invalid Match Control ID |
Exception |
Continue If False |
|
2 |
RULE_S110 |
Credit Adjustment Quantity > PO Matched Quantity |
Exception |
Continue If False |
|
3 |
RULE_S111 |
Credit Adjustment Amount > PO Matched Amount |
Exception |
Continue If False |
|
4 |
RULE_S120 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
5 |
RULE_S121 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
6 |
RULE_S122 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
7 |
RULE_S123 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
8 |
RULE_S200 |
Invalid PO ID exists not set for match |
Exception |
Continue If False |
|
9 |
RULE_S201 |
Invalid Receiver exists but not set for matching |
Exception |
Continue If False |
|
10 |
RULE_S210 |
Invalid PO Status |
Exception |
Continue If False |
|
11 |
RULE_S300 |
Invalid UOM conversion for PO |
Exception |
Continue If False |
|
12 |
RULE_S400 |
Invalid currency exchange rate for PO |
Exception |
Continue If False |
|
13 |
RULE_S500 |
Invalid UOM conversion for Receipt |
Exception |
Continue If False |
|
14 |
RULE_S600 |
Invalid currency exchange rate for Receipt |
Exception |
Continue If False |
|
15 |
RULE_S700 |
Invalid Global exchange rate conversion error |
Exception |
Continue If False |
|
16 |
710 |
Supplier's Financial Sanctions Status |
Exception |
Continue If False |
|
17 |
100 |
No receipts found |
Exception |
Continue If False |
|
18 |
120 |
Pay terms not = PO pay terms |
Exception |
Continue If False |
|
19 |
130 |
Supplier/Loc not = PO Supplier/Loc |
Exception |
Continue If False |
|
20 |
140 |
Voucher item not = PO item |
Exception |
Continue If False |
|
21 |
150 |
Inspection required but not completed |
Exception |
Continue If False |
|
22 |
160 |
Supplier/Loc not = Receiver Supplier/Loc |
Exception |
Continue If False |
|
23 |
170 |
Voucher item not = receiver item |
Exception |
Continue If False |
|
24 |
200 |
Merch amt = PO merch amt with rule amt tol |
Match |
Continue If False |
|
25 |
210 |
Merch amount = PO merch amt with rule % tol |
Match |
Continue If False |
|
26 |
220 |
Merch amount = recv merch amt with rule amt tol |
Match |
Continue If False |
|
27 |
230 |
Merch amount = recv merch amt with rule % tol |
Match |
Continue If False |
|
28 |
240 |
Merch amount not = PO merch amt with rule amt tol |
Exception |
Always Continue |
|
29 |
250 |
Line amount not = PO line amt with PO amt tol |
Exception |
Always Continue |
|
30 |
260 |
Line amount not = PO line amt with PO % tol |
Exception |
Always Continue |
|
31 |
270 |
Line amount not = recv line amt with PO amt tol |
Exception |
Always Continue |
|
32 |
280 |
Line amount not = recv line amt with PO % tol |
Exception |
Always Continue |
|
33 |
330 |
LTD vchr qty greater than PO qty with receipt tol |
Exception |
Always Continue |
|
34 |
340 |
LTD vchr amt greater than PO amt with PO amt tol |
Exception |
Always Continue |
|
35 |
350 |
LTD vchr amt greater than PO amt with PO % tol |
Exception |
Always Continue |
|
36 |
470 |
Line price not = PO price + PO price amt tol |
Exception |
Always Continue |
|
37 |
480 |
Line price not = PO price with PO price % tol |
Exception |
Always Continue |
|
38 |
510 |
Line price not = receipt price with rule amt tol |
Exception |
Always Continue |
|
39 |
520 |
Line price not = receipt price with rule % tol |
Exception |
Always Continue |
|
40 |
580 |
Line qty not = recv qty with PO received % tol |
Exception |
Always Continue |
|
41 |
700 |
Freight not allowed |
Exception |
Always Continue |
Debit Memo Match Rule Control
Use the debit memo match rule control to allow the system to create debit memo adjustment vouchers for match exceptions.
This table describes the debit memo match rule control delivered with the system:
| Rule Order | Match Rule ID | Description | If Rule is True Take Action | Continue to Next Rule |
|---|---|---|---|---|
|
1 |
RULE_S100 |
Invalid Match Control ID |
Exception |
Continue If False |
|
2 |
RULE_S110 |
Credit Adjustment Quantity > PO Matched Quantity |
Exception |
Continue If False |
|
3 |
RULE_S111 |
Credit Adjustment Amount > PO Matched Amount |
Exception |
Continue If False |
|
4 |
RULE_S120 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
5 |
RULE_S121 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
6 |
RULE_S122 |
Credit Adjustment Quantity > Receiver Match Qty |
Exception |
Continue If False |
|
7 |
RULE_S123 |
Credit Adjustment Amount > Receiver Match Amount |
Exception |
Continue If False |
|
8 |
RULE_S200 |
Invalid PO ID exists not set for match |
Exception |
Continue If False |
|
9 |
RULE_S201 |
Invalid Receiver exists but not set for matching |
Exception |
Continue If False |
|
10 |
RULE_S210 |
Invalid PO Status |
Exception |
Continue If False |
|
11 |
RULE_S300 |
Invalid UOM conversion for PO |
Exception |
Continue If False |
|
12 |
RULE_S400 |
Invalid currency exchange rate for PO |
Exception |
Continue If False |
|
13 |
RULE_S500 |
Invalid UOM conversion for Receipt |
Exception |
Continue If False |
|
14 |
RULE_S600 |
Invalid currency exchange rate for Receipt |
Exception |
Continue If False |
|
15 |
RULE_S700 |
Invalid Global exchange rate conversion error |
Exception |
Continue If False |
|
16 |
710 |
Supplier's Financial Sanctions Status |
Exception |
Continue If False |
|
17 |
100 |
No receipts found |
Exception |
Continue If False |
|
18 |
490 |
Line price not = PO price + rule amt tol |
Debit Memo |
Always Continue |
|
19 |
500 |
Line price not = PO price with rule % tol |
Debit Memo |
Always Continue |