Matching

Matching is the automated process of generating Payment Request (PRM or PRMI) transactions that reference Purchase Orders according to specific criteria. The PRM and PRMI transactions cannot be modified. The transactions are automatically generated in the Final Phase.  Matching is NOT a single entity, but a conglomeration of:

• Rules - configured by the client

• Tables - used to store information

• Programs - used to compare and calculate values

• Jobs - used to generate, load, and process Payment Request Transactions

The Matching Manager is run by a Daemon and can be configured to run in intervals as often as desired (for example, every day, every hour, every 5 minutes, etc.).

The Matching Requirements are:

• Matching Indicator

• Allow Partial Receipts of a Transaction on Procurement Transaction Control

• Allow Partial Payments of Award Line on System Options

• Do not Allow Partial Payment of Invoices on System Options

Note: For the PRMI, an internal vendor is one that is identified as an internal account and has a disbursement category defined as internal. The system will generate a PRMI only for internal vendors when the internal transaction code parameter is left blank or set to PRMI.