ReceivablesAutomatchRuleSet

The AutoMatch rule set provides the details of the AutoMatch rule set. The details include reference set, name, description, start date, end date, customer recommendation threshold, minimum match hold, combined weighted hold, and days of closed invoices hold.

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Business Views

** Available for extracting data

• receivablesAutoMatchRuleSetsExtract**

  The AutoMatch rule set provides the details of the AutoMatch rule set. The details include reference set, name, description, start date, end date, customer recommendation threshold, minimum match hold, combined weighted hold, and days of closed invoices hold.

  Label, Plural Label

  AutoMatch Rule Sets, AutoMatch Rule Sets

  Data Source

  Read-optimized data store

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  Fields

  • activeFlag (boolean)

    The option that indicates whether the AutoMatch rule set is active.

    Label

    Active

    Properties

    • searchable
    • sortable
  • amountWeight (big-decimal)

    The relative importance, expressed as a percentage, of matching the open balance amount on a transaction within the combined weighted thresholds of an AutoMatch rule set.

    Label

    Amount Weight

    Properties

    • not nullable
  • automatchRuleId (int64)

    The identifier of the AutoMatch rule set.

    Label

    AutoMatch Rule ID

    Properties

    • searchable
    • sortable
    • not nullable
  • combinedWeightedThreshold (big-decimal)

    The qualifying percentage, as a sum of the customer, transaction and amount thresholds, needed to apply a receipt automatically within the recommendation score of an AutoMatch rule set.

    Label

    Combined Weighted Threshold

    Properties

    • not nullable
  • createdBy (string)

    The user who created the record.

    Label

    Created By

    Properties

    • not nullable
  • customerRecommendationThreshold (big-decimal)

    The qualifying percentage needed to accept a customer recommendation on a receipt within the recommendation score of an AutoMatch rule set.

    Label

    Customer Recommendation Threshold

    Properties

    • not nullable
  • customerWeight (big-decimal)

    The relative importance expressed as a percentage of matching the customer information on a transaction within the combined weighted thresholds of an AutoMatch rule set.

    Label

    Customer Weight

    Properties

    • not nullable
  • daysOfClosedInvoicesThreshold (big-decimal)

    The number of days past closure to consider closed transactions for application or recommendation in the AutoMatch rule set.

    Label

    Days of Closed Invoices Threshold

    Properties

    • not nullable
  • description (string)

    The description of the AutoMatch rule set.

    Label

    Description

    Properties

    • searchable
    • sortable
    • not nullable
  • endDate (date)

    The end date of the AutoMatch rule set.

    Label

    End Date

  • minimumMatchThreshold (big-decimal)

    The qualifying percentage, as a sum of the customer, transaction and amount thresholds, needed to recommend a transaction for receipt application within the recommendation score of an AutoMatch rule set.

    Label

    Minimum Match Threshold

    Properties

    • not nullable
  • name (string)

    The name of the AutoMatch rule set.

    Label

    Name

    Properties

    • searchable
    • sortable
    • not nullable
  • netOfFreightWeight (big-decimal)

    The relative importance of a transaction amount net of freight, expressed as a percentage, within the amount weight threshold of an AutoMatch rule set.

    Label

    Net of Freight Weight

    Properties

    • not nullable
  • netOfTaxAndFreightWeight (big-decimal)

    The relative importance of a transaction amount net of tax and freight, expressed as a percentage, within the amount weight threshold of an AutoMatch rule set.

    Label

    Net of Tax and Freight Weight

    Properties

    • not nullable
  • netOfTaxWeight (big-decimal)

    The relative importance of a transaction amount net of tax, expressed as a percentage, within the amount weight threshold of an AutoMatch rule set.

    Label

    Net of Tax Weight

    Properties

    • not nullable
  • startDate (date)

    The start date of the AutoMatch rule set.

    Label

    Start Date

  • timeCreated (date-time)

    The date and time when the record was created.

    Label

    Creation Date

    Properties

    • searchable
    • sortable
    • not nullable
  • timeUpdated (date-time)

    The date and time when the record was last updated.

    Label

    Last Updated Date

    Properties

    • searchable
    • sortable
    • not nullable
  • transactionWeight (big-decimal)

    The relative importance expressed as a percentage of matching the transaction number within the combined weighted thresholds of an AutoMatch rule set.

    Label

    Transaction Weight

    Properties

    • not nullable
  • unearnedDiscountWeight (big-decimal)

    The relative importance of the unearned discount on a transaction, expressed as a percentage, within the amount weight threshold of an AutoMatch rule set.

    Label

    Unearned Discount Weight

    Properties

    • not nullable
  • updatedBy (string)

    The user who last updated the record.

    Label

    Last Updated By

    Properties

    • not nullable

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  Reference Object

  • setIdSet (SetIdSet)

    The set is a logical group used for partitioning and sharing reference data across transactional entities, depending on the business context. The common set indicates that data isn't partitioned and is globally shared.

    Business Object

    SetIdSet

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    Fields

    • setId (int64)

      The unique identifier of the set ID set.

      Label

      Set ID

      Properties

      • searchable
      • sortable
      • not nullable

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