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AP_050_010 Using the Match Workbench

By Beatrice Jackson,2014-11-25 17:37
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AP_050_010 Using the Match Workbench

    Business Process Document

    Accounts Payable - Vouchers AP.050.010 Using the Match Workbench

    BOR_AP_MATCH_PRC Security Role

    Payables 8.9 Responsibility/Role

    AP_050_010 Using the Match File Name Workbench_BUSPROC

     Version

    4/16/2008 Document Generation Date

    11/25/2010 Date Modified

     Last Changed by

     Status

AP.050.010 Using the Match Workbench

    Trigger:

Concept

This topic demonstrates how to use the Match Workbench. The Match Workbench component

    is comprised of various associated pages that enable you to query match information, override

    exceptions, correct errors, put vouchers on a match hold, and initiate the Matching process on

    demand.

    You can configure the Match Workbench according to your business requirements: • Specify what match actions are allowed on the Match Workbench on the Match Rule Type

    page.

    • Define the workbench details for each match rule on the Match Rules - Workbench page.

    • Define the match rule processing order on the Match Rule Control page which is the order

    match rules are displayed on the Match Workbench.

    • Create personalized search parameters that you can use to query match information.

Topic Objectives:

    Upon completion of this topic, you will be able to:

    - Access the Match Workbench.

    - Review Match Exceptions based on your search criteria.

    - Perform various Matching functions based on your user preferences.

Key Term:

    Below is a key term used in this topic:

    - Match Workbench - The Match Workbench is comprised of various associated pages that enable you to query match information, override exceptions, correct errors, create debit memos,

    put vouchers on a match hold, and initiate the Matching process on demand.

     ? 2008 Board of Regents of the University System of Georgia. All Rights Reserved. Published: 11/25/2010 Page 1

Business Process Document

    Accounts Payable - VouchersAP.050.010 Using the Match Workbench

Assumptions

Dependencies/Constraints

    Security controls access to associated inquiry pages.

Additional Information

     ? 2008 Board of Regents of the University System of Georgia. All Rights Reserved.

    Page 2 Published: 11/25/2010

    Business Process Document

    Accounts Payable - Vouchers AP.050.010 Using the Match Workbench

    Procedure

    In this topic, you will use the Match Workbench page to search for and review matched vouchers.

Other related Matching business processes are:

AP.030.010 - Running Matching (Batch Process)

    AP.070.035 - Match Exceptions Report (APY1090)

    Step Action

    1. Begin by navigating to the Match Workbench page.

    Click the vertical scrollbar.

    2. Click the Accounts Payable link.

    3. Click the Review Accounts Payable Info link.

    4. Click the Vouchers link.

    5. Click the Match Workbench link.

    6. Use the Match Workbench page to view a list of vouchers and match

    information, according to specified search criteria. This page and the pages

    accessible from it enable you to override exceptions, correct errors, put vouchers

    on a match hold, initiate the Matching process, undo matched vouchers, and send

    notifications.

    7. Enter "US001" in the Business Unit field.

    8. Click the Match Status list.