Automatically Match Incoming Receiving Advice

Explanation

This activity is used to manually initiate the automatic matching of customer order deliveries with the incoming receiving advice. This activity is automatically initiated upon receipt of the incoming receiving advice if you have selected the Automatic Matching check box on the Customer/Order/Message Defaults tab.

Depending on the matching option setting on your customer, either the delivery note number, customer's purchase order reference, or the reference ID will be used to match the incoming receiving advice lines. Matching involves tallying quantities shipped with the arrived and approved quantities. For the incoming receiving advice of type Arrived Goods, the quantity shipped on the delivery line will be compared with the quantity confirmed as arrived on the incoming receiving advice. For the type Approved Goods, the approved quantity from the message will be compared with either the quantity shipped on the delivery line or the quantity confirmed as arrived.

Prerequisites

System Effects

The status of the incoming receiving advice will be set to Matched. In instances where you get a difference between the quantities compared, if you had selected the Automatic Matching of Differences check box on the Customer/Order/Message Defaults tab, these discrepancies will be disregarded and the receiving advice will be set to  the Matched status. If not, the status will be set to Qty Difference, and you will have to perform manual matching.

When an Arrived Goods type of receiving advice is matched:

When an Approved Goods type of receiving advice is matched, the customer order lines will always become delivery confirmed.

Window

Incoming Receiving Advice

Related Window Descriptions

Incoming Receiving Advice
Customer/Order/Message Defaults

Procedure

  1. Populate the Incoming Receiving Advice window. Query for the relevant message using criteria such as customer number, site, receiving advice type, and received date.
  2. Right-click on the header and then click Match.