Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Supplier Accounts Match Condition Rules

Create Supplier Accounts Match Condition Rules

Security:
Set Up: Supplier Accounts
 domain in the
Supplier Accounts
 functional area.
Create condition rules and define tolerances for match processing on supplier invoices.
  • Header-level fields support invoices with 1 related purchase order.
  • Line-level matching supports invoices with multiple related purchase orders.
Match conditions use the standard logical statements and operators from the Workday condition rules framework.
  1. Access the
    Create Supplier Accounts Match Condition Rule
     task.
  2. Enter a
    Description
     to identify this rule from other rules when creating match rule sets.
  3. Add a
    Comment
     to clarify the condition rule.
  4. Select
    Copy Condition from Rule
     to create a new rule based on an existing match rule.
    You can modify the conditions in the new rule you copy.
  5. Select the
    Source External Field or Condition Rule
     to use for the rule condition.
    Example: Select the
    Matching
     category and:
    • MR Any Supplier Invoice Lines with Item that does not match PO Line Item
       to identify item discrepancies.
    • MR Sum of Invoice/Gross Receipt Line Quantity Variance
      to find variances in invoice and receipt quantities.
  6. Select the
    Relational Operator
     to define how the rule condition handles the field.
  7. Select the
    Comparison Type
     to specify how the rule condition compares with the value you specify in this filter or another field.
  8. Enter or select the
    Comparison Value
     to compare to the selected field or value.
  9. When there are 2 or more conditions:
    • Use the up and down arrows to arrange them in the
      Order
       in which you want them evaluated.
    • Set the
      And
       or
      Or
       option at the beginning of each statement to control how to use the rule with the line preceding.
  10. Use the parentheses columns when you’ve 3 or more logical statements and a combination of Ands and Ors.
    Example: If you want to define (
    a
     and
    b
    ) or
    c
    , you would use the opening parenthesis at the beginning of statement
    a
    . An
    And
     before statement
    b
    , a closing parenthesis at the end of statement
    b
    , and an
    Or
     at the beginning of statement
    c
    .
    Match Condition Rule Example:
    And/Or
    (
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    )
    And
    MR Invoice/PO Line Unit Cost Amount Variance
    greater than
    Value specified in this filter
    5
    Or
    MR Invoice/PO Line Unit Cost Amount Variance
    less than
    Value specified in this filter
    -5
Create supplier accounts match exception reasons.