You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

1-M and M-1 with Subset are not working properly.

Summary:

We are facing issues with a 1-to-Many (1-M) and Many-to-1 (M-1) match rule using a subset configuration. The matching behavior is inconsistent and not functioning as expected.

Content (please ensure you mask any confidential information):

We have a source system (Bank) and a sub-system (Ledger), and we've created a match rule of type 1-to-Many with Subset enabled. The rule conditions are:

  • Amount: Exact match
  • Date: Tolerance of -3 to +3 days

We ran the Auto Match process, but it is not working as expected. Even when the Post Date in the sub-system is only one day ahead of the source system, the records are not matching.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!