Match Type Setup

The number of match types that you will need is dependent on the number of ways you want payments to be matched to open items. At a minimum, you will probably need the following match types:

• Bill ID. This match type should reference an override payment distribution algorithm that distributes the payment based on the bill ID specified on the payment (in match value). Refer to Payments And Match Events for more information.
• SA ID. This match type should reference an override payment distribution algorithm that distributes the payment based on the SA ID specified on the payment (in match value). Refer to Payments And Match Events for more information.
• Pay Plan. This match type should NOT reference an override payment distribution algorithm (if this algorithm is blank, the customer class's payment distribution algorithm is used). Refer to Pay Plans for more information.