Using the Match Workbench


In this topic, you'll learn how to configure the match workbench according to your business requirements.

 

The match workbench component is a collection of pages that allows 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.


Steps:

  1. Begin by navigating to the Match Workbench page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Accounts Payable menu.

    Step 2

  3. Click the Review Accounts Payable Info menu.

    Step 3

  4. Click the Vouchers menu.

    Step 4

  5. Click the Match Workbench menu.

    Step 5

  6. Click the equal to button.

    Step 6

  7. Click the USC01 link.

    Step 7

  8. Click the equal to list.

    Step 8

  9. Click the Matched list item.

    Step 9

  10. Use Personalize Search to access search fields that you can select for display on the match workbench page.

    Step 10

  11. Click the Personalize Search link.

    Step 11

  12. Click the Select option.

    Step 12

  13. Click the Select option.

    Step 13

  14. Click the Select option.

    Step 14

  15. Click the Apply button.

    Step 15

  16. Click the Search button.

    Step 16

  17. When you select the option to undo a matched voucher, the system verifies whether the voucher is available to be unmatched. If the voucher is not available to undo a match, an error message appears. Because the verification occurs when you select the option, you may need to wait a few seconds before proceeding. Undoing a matched voucher resets all statuses on the voucher, receiver, and purchase order.

    Step 17

  18. Click the Undo Match option.

    Step 18

  19. Click the OK button.

    Step 19

  20. You can click a Vouchers link to access the voucher component.

    Step 20

  21. Click the 01001033 link.

    Step 21

  22. Click the Related Documents tab to view documents related to this voucher.

    Step 22

  23. Click the Home link.

    Step 23

Congratulations, you have successfully learned how to use the match workbench page to review voucher information.

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