Hi,
We’ve been using Automatic Account matching for some of our Ledger accounts and periodization accounts. For example account 1700 - Prepayment and accrued income.
If I have an account, where the transactions are not related to AR or AP and I want to match by site and/or counterpart or any other code part, would it be possible? Is there a way to decide which matching parameters should apply for a given account? Set tolerance and so on.
Currently, automatic matching logic is only supported based on supplier invoice or PO references.
However, additional logic could be developed using custom events (or in IFS Cloud - using Business Process Automation).
Hi. I have to say I’m quite confused by this functionality. I believe the PO invoice match is normally done in the invoice screens. How do I get the PO and Invoice references updated for manual trandactions? We have armies of accountants matching manually thousands of transactions in the manual matching screen … which lacks usable performance after upgrade to the IFS Cloud. Big frustration :(
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