Understanding the Matching Process

Use the Matching process to compare vouchers with purchase orders and receiving documents. That way, you can ensure that you pay for only the goods and services that you order and receive. To run the Matching process, you must have installed PeopleSoft Payables and PeopleSoft Purchasing. The system automatically performs the required matching based on the document characteristics. Users simply select a match rule control ID; the system handles all of the comparison. Use the matching exceptions workflow, provided with PeopleSoft Payables, to route match exceptions to specified users. PeopleSoft eSettlements also uses the Matching process to compare invoices with purchase orders and receipts.

Note:

If you enable the Commitment Control feature and you want to use the voucher match status as a prerequisite for budget-checking transactions, you must modify the Selection Criteria page in the Source Transactions component (KK_SOURCE_TRAN) to include the MATCH_STATUS_VCHR field as part of the PeopleSoft Payables transactions. Select MATCH_STATUS_VCHR in the Field Name field, and select M in the Field Value field.

This section discusses:

• Matching types.

• Matching process flow.

• Matching options with purchase orders.

• Matching tolerances.

• Matching workflow.

• Delivered document association groups.

• Delivered document association rules.

• Delivered match rule types.

• Delivered match rules.

• Delivered match rule controls.

• Matching examples.