Steps: Configure the Supplier Accounts Match Process

To help manage procurement and control spend for your organization, configure the supplier accounts match process. You can use this process to:

Determine variances between supplier invoices or invoice adjustments and related business documents, including supplier invoice lines that exceed quantities or amounts of purchase order lines.

Adhere to best practices and ensure compliance for your policies and the terms and conditions you define with suppliers.

To configure the supplier account match process, use these high-level steps:

Create Supplier Accounts Match Condition Rules.

Define match condition rules for supplier invoices and procurement business documents.

Maintain Supplier Accounts Match Exception Reasons.

To display the reason that supplier invoices are in match exception, create match exception reasons.

Create Supplier Accounts Match Rules.

Create Supplier Accounts Match Rule Sets.

Define match rule sets to drive the Supplier Accounts Match Event
business process.

Configure the Supplier Accounts Match Event Business Process to:

Match supplier invoices to purchase orders, supplier contracts, and receipts.

Route supplier invoices in match exception for review.

Maintain Supplier Accounts Match Override Reasons.

Create reasons for overriding supplier invoices in match exception.

Configure the Supplier Accounts Match Exception Override Event
business process.

(Optional) Access the

Edit Tenant Setup - Financials

task.

Select the

Enable Unit Cost Updates on Purchase Order Lines with Invoices

check box to enable price updates on the goods lines of purchase orders when there's a match exception.

See Reference: Edit Tenant Setup - Financials.

Review Supplier Invoices in Match Exception.

To correct match exceptions, create change orders or supplier contract amendments.