Running the Matching Process

In this topic, you'll learn how to run the matching process.

Steps:

1. Begin by navigating to the Matching page.

    

   Click the Main Menu button.

   Step 1

2. Click the Accounts Payable menu.

   Step 2

3. Click the Batch Processes menu.

   Step 3

4. Click the Vouchers menu.

   Step 4

5. Click the Matching menu.

   Step 5

6. The Run Control ID is an identifier that, when paired with your login credentials, uniquely identifies the process you are running and defines the parameters that are used when a process is run. These controls can be saved for quick use during day-to-day activities.

   Step 6

7. Enter the desired information into the Run Control ID field.

    

   Enter "MATCHING_RUN".

   Step 7

8. Click the Search button.

   Step 8

9. There are currently no Run Controls IDs saved for matching, so let's create one.

   Step 9

10. Click the Add a New Value link.

    Step 10

11. Click the Add button.

    Step 11

12. Enter the desired information into the Description field.

     

    Enter "Matching PO to Voucher".

    Step 12

13. Click the Process Frequency list.

    Step 13

14. Click the Always Process list item.

    Step 14

15. The Options list displays categories. By selecting one, the page displays additional fields for you to add additional information.

     

    Click the Options list.

    Step 15

16. Click the Business Unit list item.

    Step 16

17. Enter the desired information into the Business Unit field.

     

    Enter "USC01".

    Step 17

18. Click the Run button.

    Step 18

19. Use the Process Scheduler Request page to enter or update parameters, such as server name or output format.

    Step 19

20. Click the Server Name list.

    Step 20

21. Click the PSUNX list item.

    Step 21

22. Click the OK button.

    Step 22

23. Notice that a unique Process Instance number has been assigned for identification purposes.

    Step 23

24. Click the Process Monitor link.

    Step 24

25. Use the Process List page to view the status of submitted process requests.

    Step 25

26. The current status of a new process request is "Queued". It will eventually process, and should result in a final status of "Success".

    Step 26

27. After waiting a moment or two, click the Refresh button.

    Step 27

28. Notice that the status is now "Success".

    Step 28

Congratulations, you successfully learned how to run the matching process.

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