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Administrator Guide
Last Updated: 2023-06-23
Configure the Supplier Accounts Match Event Business Process

Configure the Supplier Accounts Match Event Business Process

  • Configure match conditions and rules in the
    Create Supplier Accounts Match Condition Rules
     task.
  • Create match rules and match rule sets.
  • Configure the
    Supplier Accounts Match Event
     business process security policy.
Configure the
Supplier Accounts Match Event
 business process to run supplier accounts match processing and flag the supplier invoices and invoice adjustments in match exception.
  1. Access the
    Supplier Accounts Match Event
    business process.
  2. Include the
    Run Supplier Accounts Match Process
     Batch/Job step.
  3. Add
    Action
     steps to
    Review Supplier Accounts Match Exceptions
     and specify the group for each step.
  4. Create condition rules for match review routing.
When supplier invoices or supplier invoice adjustments are in match exception, Workday routes the documents for review.
  • Include the
    Supplier Accounts Match Process
     action step in
    Supplier Invoice Event
    business process.
  • Include the
    Initiate Supplier Accounts Match Event for related Supplier Invoices
     service step in the
    Receipt
    ,
    Receipt Adjustment
    ,
    Change Order
    , and
    Supplier Contract Amendment
     business processes after the completion step.
  • Define supplier accounts match override reasons and configure the
    Supplier Accounts Match Exception Override Event
     business process.