What's the difference between the AutoMatch rule set and the application exception rule set?

During lockbox or receipt batch processing, the AutoMatch rule set provides recommendations for matching receipts to transactions based on the transaction information provided.

The AutoApply process attempts to match receipts to transactions and either apply receipts automatically or present for manual processing transaction recommendations for receipt application.

If the AutoApply process can apply the receipt to all of the transaction references automatically, then it uses the details of the application exception rule to refund overpayment to the customer, if there is one, or process underpayment according to the exception rules. For integration with Channel Revenue Management, the application exception rule designates the underpayment or overpayment amount after receipt application for claim settlement.

If AutoApply can't apply the receipt to all of the transaction references automatically, then the remaining transaction recommendations are presented, if available, for manual processing and the application exception rule isn't used.

Note:

If a receipt doesn't have a transaction reference, the application exception rule for overpayments isn't used.