Steps to Create Match Types

A match type determines the structure of the data coming from the data sources (columns and data types), and the rules used for matching. Service Administrators and users with the Match Types - Manage application role can create match types.

Companies may have many match types such as Intercompany Accounts, Bank Accounts, Accounts Receivable, Accounts Payable and various Clearing accounts. Since the data structure and rules for these different accounts are likely different, companies will create a match type for each account. Match Types are assigned to reconciliations, and more than one reconciliation may use the same match type.

You can use the Match Type Data Source Configuration report to view the configuration settings for all data sources in a particular match type or for all data sources in the system. See Working with Predefined Reports in Transaction Matching in Administering Oracle Account Reconciliation .

Note:

The maximum number of match types that can be created in an application is 300.

To create a match type:

1. Define match type properties. This includes the match type ID, name, and instructions for users when using this match type.

   See Defining Match Type Properties.

2. Define one or more data sources.

   See Define the data sources.

3. Define the matching process, including creating rules that must be used for matching transactions.

   See Define the matching process.

4. Define transaction types, including adjustment types and support types.

   See Define the transaction types.

Note:

You can also export and import match types across environments. See Exporting and Importing of Match Types Across Environments

Watch a Creating Match Types Video

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