Match Validation Rule

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

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.

1. Enter a Match Validation Rule ID.
2. Enter a Description for the match validation rule.

Use the rest of this page to specify what reference numbers should be compared.

Service Provider Profile

1. You can optionally use the Service Provider Profile field to specify a group of service providers that are compatible with the validation rule.
2. Select an invoice Reference Number Qualifier ID. The Refnum Qual ID fields are used to indicate the qualifier for the Invoice, Shipment, or Order Release reference numbers to use in the validation process.
3. Enter an invoice reference number. The Refnum Value fields are used to indicate values from the Invoice, Shipment, or Order Release that must be present for this rule to be applied.
4. Click Save for each reference number you enter.

Order Release Validation

1. Select an Invoice Reference Number Qualifier ID.
2. Select an Order Reference Number Qualifier.
3. Click Save for each reference number you enter.

Shipment Validation

1. Select an Invoice Reference Number Qualifier ID.
2. Select an Shipment Reference Number Qualifier.
3. Click Save for each reference number you enter.