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Match Option vs. Match Approval - Need clarity

edited May 14, 2020 11:36PM in Payables, Payments & Cash Management 1 comment

Summary

Understand interplay between Match Option and Match Approval

Content

I'm looking to better understand the interplay between these two fields and their impact on: 1) how invoice entry may be affected and 2) holds.

I know that if I have a match option of Order, then I can choose the PO lines when I enter the invoice, but if I have a match option of Receipt I need to have at least one receipt tied to that PO to be able to match the invoice lines.

What I'm trying to understand is this:  if I have a match option on the PO of Order and a match approval level of 3-way as I want to make sure a receipt is present and everything is within tolerance before approvals/payment can take place, can the AP processor enter the invoice and only "match" to the PO lines?  If so, does the receipt get automatically attached during Invoice Validation (or some other process)?  If so, what process does that and what logic is followed?  If not, what is the outcome?

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