A Matching-based Payment Request (PRM) document is similar to the PRC document; however, the match document is only created as part of the Automated Match Process. PRM documents get created based on the Match Indicator of the purchase order document it references. A PRM document will not get created, if the Match Indicator on the referenced order is set to 'None.' The Match Indicator is set based on the Match Level defined on System Options (SOPT) table. If the Match Level on SOPT is set to Commodity, it indicates the Match Indicator of the order is set based on the commodity code used on the purchase order commodity line. The Match Indicator of the commodity code is established on the Commodity Code (COMM) table. If the Match Level on SOPT is set to Document, it indicates the Match Indicator of the order is set based on the Document Code. The Match Indicator of the Document Code is established on the Procurement Document Control (PRDOC) table.
Based on the Match Indicator, additional document(s) need to be entered before the match requirement has been met. For example, if the Match Indicator is set to Order-Invoice, this indicates that an Invoice (IN) document needs to be entered before the match requirement of Order-Invoice is met. If a Match Indicator is set to Order-Receipt-Invoice, this indicates that an Invoice (IN) document and a Receiver (RC) document must be entered to satisfy the match requirement. Once the match requirements are met, the Automated Match process can create the PRM.
Advantage Financial has tools to simplify the entry of these documents where it will complete most of the data entry for you. For example, to create the Invoice (IN) document for an order, you can use the Invoicing Search (INSRCH) page. By following a few simple steps, an IN document is created for you with most of the required fields completed. On the IN, you will complete a couple of required fields and, if needed, enter the Invoice Quantity then validate and submit the document. The same tool can be used for the Receiver document on the Receiving Search (RCSRCH) page.
The Matching Payment Request (PRM) uses the same structure as the Commodity-based Payment Request. This type of document is automatically generated from the match process (two-way or three-way) based on the rules that have been established for the matching process. You cannot enter a PRM directly - it has to be system generated.
For more information on the PRM and the Automated Match process, refer to the CGI Advantage Procurement Run Sheets guide and the "Matching" section in the CGI Advantage Procurement User Guide.
The PRM document has six sections, similar to the PRC document.
Their differences are:
The Header section does not have the Payee tab as in the PRC.
The Vendor section does not have the Agreement Reference tab as in the PRC.
The Commodity section does not have the Agreement Reference tab as in the PRC.
Almost all fields on the PRM are protected. Once the document is generated, the field values cannot be changed with a few exceptions.
To create a PRM, go to Pay for commodities using the Matching process.