Matching Rules are established by the Matching Indicator. The Matching Indicator can be set to one of the four following options:
None: Matching will not apply
Order-Receipt: Receiver Line required for a Match
Order-Invoice: Invoice Line required for a Match
Order-Receipt-Invoice: Both an Invoice and a Receiver line are required for a Match
Matching Rules are defined by a combination of 2 to 3 different table settings:
The General section of the System Wide Options table contains two settings that must be established to control one or both of the other tables. The first setting is a system-wide Matching Level with choices of Transaction, Commodity, and Transaction-Commodity. Either one of the first two values will render matching level settings on the other table not chosen as irrelevant. The third value will put settings into play on both tables, with a precedence of which table applies decided by the choice in the Matching Precedence field (described in detail later).
The Procurement Transaction Control (PRDOC) table contains a Match Indicator field to define a matching rule specific to a transaction code.
The Commodity (COMM) table contains a Match Indicator field to define a matching rule specific to a commodity code.
Combinations of those settings will yield different results to accommodate different business needs for matching. All examples below use the term 'PO Transaction,' but that should be interpreted as any transaction code in the Purchase Order transaction type.
If the Matching Level on System Options is Transaction, the system will set the Match Indicator on the PO Transaction Commodity Line to equal the Match Indicator setting on the Procurement Transaction Control (PRDOC) table, regardless of the setting for the referenced commodity code on the Commodity (COMM) table.
If the Matching Level on System Options is Commodity, the system will set the Match Indicator on the PO Transaction Commodity Line to equal the Match Indicator setting on the COMM table for the referenced commodity code, regardless of the setting on the PRDOC table.
If the Matching Level on System Options is Transaction-Commodity, the system will look at the Matching Precedence on System Options. If the Matching Precedence is Transaction, the system will set the Match Indicator on the PO Transaction Commodity Line to equal the Match Indicator setting on the PRDOC table, unless the Match Indicator for the referenced commodity code has a Match Indicator of None on the COMM table. This effectively provides the ability to selectively disable matching for certain commodities when using a transaction code that normally has a matching rule.
If the Matching Level on System Options is Transaction-Commodity, the system will look at the Matching Precedence on System Options. If the Matching Precedence is Commodity, the system will set the Match Indicator on the PO Transaction Commodity Line to equal the Match Indicator setting on the COMM table, unless the Match Indicator for the referenced transaction code has a Match Indicator of None on the PRDOC table. This effectively provides the ability to selectively disable matching for a certain transaction code when using a commodity code that normally has a matching rule.