Match Valid Rule Profile

This page is accessed via Financials > Payment Rule Management > Match Valid Rule Profile.

As part of the Payment Rule Manager, Match Validation Rules and Match Validation Rule Profiles are used after a shipment is matched to an invoice. The match is then validated by comparing reference numbers on the orders and shipments to reference numbers on the invoice. Match Valid Rule Profiles are collections of Match Validation Rules that have something in common.

1. Enter a Match Valid Rule Profile.
2. Enter a Description for the match valid rule profile.
3. Selecting the Default field indicates this profile should apply when the Service Provider on the matched invoice does not have a validation rule profile specified.
4. Enter a Match Validation Rule ID.
5. Click Save for each match validation ID you selected.