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Administrator Guide
Last Updated: 2023-06-23
Create Supplier Accounts Match Rules

Create Supplier Accounts Match Rules

  • Create match exception reasons.
  • Create match condition rules.
  • Security:
    Set Up: Supplier Accounts
     domain in the
    Supplier Accounts
     functional area.
Create and maintain match rules by combining match condition rules with match exception reasons.
  1. Access the
    Create Supplier Accounts Match Rule
     task.
  2. Define a unique
    Name
     to help identify the match rule in match rule sets.
  3. Select a
    Match Exception Reason
    .
  4. Select a
    Match Condition Rule
    .
  • Match rules are available in the
    Create Supplier Accounts Match Rule Set
     task.
  • Match rules display in the
    Rule Usage
     tab of the
    View Supplier Accounts Match Condition Rule
     report.
Select:
  • Line Extended Amount Tolerance Exception
     as the
    Match Exception Reason
    .
  • Invoice has Lines that exceed Amount or Quantity Received
    as the
    Match Condition Rule
    .
  • Include match rules in the
    Create Supplier Accounts Match Rule Set
     task for companies and company hierarchies.
  • Workday provides report fields you can use, prefixed by
    MR
    , that are specific to matching rules.