Automatic Matching Set up

Explanation

Use this activity to set up the customer for automatic matching of incoming self-billing invoices. Matching involves tallying delivered customer order lines in the system with invoice information received from the customer on incoming self-billing invoices.

You can use the matching type to determine what happens to an incoming self-billing invoice as soon as it is received:

(Note that there is another option to set up automatic printing and posting of invoices, on the order type of the customer order. But if the part has been enabled for self-billing, automatic printing and posting of invoices will take place only if the matching type is Auto Match, Create, and Post Invoice.) 

The default matching type is No Automatic Match. Even with this setting, you can initiate automatic matching manually from the Incoming Self-Billing Invoice window header.

If you choose one of the automatic matching types, you must set the correct matching option. The matching option determines whether an automatic match is performed based on the delivery note number, customer purchase order reference number, or reference ID. 

Prerequisites

System Effects

The matching type and the option required to automatically match incoming self-billing invoices will be determined.

The selected Automatic Price Update check box will result in the automatic price update of the customer order line, and the Provisional Price check box will be cleared during automatic matching.  

Window

Customer

Related Window Descriptions

Customer
Customer/Order/Message Defaults

Procedure

  1. Open the Customer window and query for the customer record you want.
  2. Click on the Message Defaults subtab of the Order tab.
  3. In the Self-Billing group box, select a matching type from the Matching Type list.
  4. Select a matching option from the Matching Option list.
  5. Optionally, select the Automatic Price Update check box.
  6. In the Approval User field, select the approval user's ID from the List of Values.  
  7. Save the record.