AutoMatch Invoices

This page is accessed via Financials > Payment Invoice Management > Payment Invoice > Actions > Financials > Matching > AutoMatch Invoices.

The AutoMatch Invoices action automatically matches one or more invoices to buy shipments or shipment groups. To match invoices to shipments or shipment groups, AutoMatch Invoices uses the match rules in the Payment Rule Manager.

To be matched to an invoice, a shipment must have a SECURE RESOURCES status of ACCEPTED, BOOKED, or PICKUP.

To be matched to an invoice, a shipment or shipment group must have a PAYMENT status of NEW, MATCHED, and VOUCHERED.

When an invoice is automatically matched to a shipment or shipment group, its status changes to MATCH_ Matched_Auto. Then the invoice can be approved for payment.

 After the invoice is matched to shipment or shipment group, the payment status of shipment or shipment group will be changed to MATCHED.

You can use the AutoMatch Invoices action on parent consolidated invoices. In that case, the Automatch Invoices action attempts to match all of its child invoices to their appropriate shipments. If only some of the child invoices are matched, the MATCH status of the parent invoice is MATCHED_PARTIAL. This is applicable only for shipments.

The AutoMatch Invoices action matches only standard invoices to the shipment group.

Note: Using the Match Invoices action, you can manually match more than one shipment or shipment group to an invoice. However, the AutoMatch Invoices action will automatically match only one shipment or shipment group to an invoice.