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The header summary record contains the voucher gross merchandise amount, total of purchase order schedule amounts, and total of receipt amounts that are associated to the specific purchase order schedule. For non PO receipts, ignore exceptions when the exception amount is less than the cost of processing the exception. No further match rules are applied. Answer When you drive PeopleSoft Human Resources by person, you use job codes to classify job data into groups.

Notification Reminder Days Enter the number of days that the system waits before it sends another email notification for the match exceptions that have not been worked. Compare voucher price with PO price.



Use the Matching process to compare vouchers with purchase orders and receiving documents. That way, you can ensure that you pay for only the goods and services that you order and receive. To run the Matching process, you must have installed PeopleSoft Payables and PeopleSoft Purchasing. The system automatically performs the required matching based on the document characteristics. Users simply select a match rule control ID; the system handles all of the comparison. Use the matching exceptions workflow, provided with PeopleSoft Payables, to route match exceptions to specified users. PeopleSoft eSettlements also uses the Matching process to compare invoices with purchase orders and receipts. The system logs each match rule exception for the voucher in a voucher match exception log table that you can view using the Match Workbench. You can access the Match Workbench from the Match Request page, by clicking the Exceptions link on the Voucher Summary page in the Voucher component, or through general navigation. You can also select a match rule action of Debit Memo if you specified it as an action on the Match Rule Type page and associated it to the match rule. The Matching process creates a debit memo adjustment voucher to resolve the matching exception. Note: Users need to have authority to override match exceptions to select match actions of Credit Note, Match Dispute, or Override. Define authority to override match exceptions on the User Preference - Procurement: Payables Online Vouchering page. Note: You can pay unmatched vouchers at the user ID level if you select the Pay Unmatch Voucher option on the User Preference - Procurement: Payables Online Vouchering page. When you undo a matched voucher, you reset the match status of any purchase orders and receivers that are associated with and matched to a voucher. This enables you to match these purchase orders and receivers to other vouchers. Line Level Matching The flexibility of match rules and match rule controls enable you to use line level matching. For example, suppose that you buy computer equipment and the services to install the equipment, and you want to generate one purchase order for both items using line level matching. The match control option for example, standard appears by default from the supplier table, but you can override the default. The line schedule level matching options are: Full Match The system matches the line based on the purchase order header match control. Full Match is the default. No Match The system does not match the line. ERS evaluated receipt settlement The system matches the line based on the purchase order header match control. The Receiving Required option appears by default from the item definition. If you have set the match control at the purchase order header for matching, the match rules then determines whether receiving is required for the purchase order line. If receiving is not required, as in the case of service items, the Receiving Required matching rules apply to other lines; however, the particular line is still matched based on the comparison of the purchase order to the voucher. Similarly, if receiving is optional, the Receiving Required matching rules do not apply. Purchase Order Matching Defaults Define matching rule controls at the business unit and supplier level. Select the Matching link on the Purchase Order - Form page to access the PO Matching page, where you can change the type of match action and the match rules. You can also change the Match Action field on the Details for Schedule page. You can select either a full match or no match for the schedule. The Match Action field value appears by default from the overall matching setup on the Purchase Order Header page. You can also change the price and tolerances upper and lower limits for matching in the Price Tol unit price tolerance , Ext Tol total amount tolerance , and Pct percentage fields. The values for these fields appear by default from the item definition. You can define value and percent tolerances to override exceptions generated by the match rules. The Matching process uses match tolerances when comparing the prices and amounts. If a match exception exists, and the voucher is within the tolerances established in these components, the Matching process automatically overrides the exception. Define the value or percent match tolerances for each match rule on the Match Rule Control page. In order to define match tolerances, you must first indicate on the Match Rules - Rule Definition page to use match tolerances at the match rule control level. These match tolerances can be overridden on the Maintain Purchase Orders component. PeopleSoft delivers match rule controls that apply matching tolerances either at the PO level or at the match rules level. You should apply tolerances at the PO level or at the match rule level, but not both. To modify or add match rule controls with tolerances, you must understand the Matching process and how tolerances work. Note: For example, you may use a match rule tolerance if you have a simple organization policy that states specific tolerance on all purchases. If tolerances vary by item category or item, then consider using tolerances at the PO level. The match rule control uses PO tolerances. The voucher fails matching because the unit price is greater than the PO unit price + PO tolerance 100. The voucher successfully matches because the unit price is less than the PO unit price + match rule tolerance 100. You can access match exceptions using the Match Workbench. You can also use workflow worklists and email notifications to route the match exceptions to the user or users specified on the Match Rules Type and Match Rules - Workflow pages. Workflow parameters are defined at the match rules type level and they can be overridden at the match rules level. Note: The Process Match Exceptions process and the Matching Notification process still generate worklist items and workflow notifications for exceptions to users even if they do not have authority to override the exception. The user is not able to override the exception, but is notified of the exception. The document association rules defines how the Matching process associates purchase orders and receivers to vouchers. PeopleSoft delivers Standard and Receipt document association rules. Match rule types are categories that determine the match actions that can be performed. Since these match rule types are set up at the system level, they are not tied to any SetID or business unit. You can create new match rule types or modify delivered match rule types. Use the match rule set that best meets your organization's requirements. You can also create new match rules or modify delivered match rules. Match rules are applied at either the header summary level or the line summary level. Define what level to apply the match rule on the Match Rules - Rule Definition page. Invalid Match Control ID. Invalid PO ID exists but not set for matching. Invalid Receiver exists but not set for matching. Invalid UOM conversion for PO. Invalid currency exchange rate for PO. Invalid UOM conversion for receipt. Invalid currency exchange rate for receipt. Invalid Global exchange rate conversion error. The voucher extended price exceeds the purchase order extended price plus or minus the extended price percentage tolerance, and the tolerance does not equal 0. The voucher extended price does not equal the purchase order extended price when the extended percentage and price tolerances are 0. The payment terms code on the purchase order does not equal the payment terms code on the voucher. The supplier on the purchase order does not equal the supplier on the voucher. The supplier on the voucher does not equal the supplier on the receipt. The item ordered requires inspection but inspection has not been completed. The item on the voucher line does not equal the item on the purchase order line. The item on the voucher line does not equal the item on the receiver line. The voucher price does not equal the purchase order price when the unit price percentage and price amount tolerances are 0. The price percentage tolerance does not equal 0, and the voucher price converted to the purchase order UOM does not fall within the purchase order price range calculated using price percentage tolerance. The rule does not generate an exception for an amount-only purchase order and a non-purchase order receipt. The unit price tolerance does not equal 0, and the voucher price does not fall within the purchase order price range calculated using unit price tolerance. The Matching process could not find any receipts for the purchase order specified on the voucher line that were available for matching for example not matched, not on hold, and not canceled. The Matching process found receipts for this purchase order that were available for matching for example not matched, not on hold, and not canceled but could not make an association to the voucher line using any of the document association criteria. The total quantity received including across all voucher lines and previously matched receivers exceeds the accepted quantity on the receiver. The quantity on the voucher line exceeds the remaining unmatched quantity on the associated receipt s. The quantity on the voucher line exceeds the remaining unmatched quantity on the associated receipt s non-PO Receipt. Voucher line invoiced total quantity is not equal to the sum of all receiver accepted quantities that are associated with this voucher line. The total quantity vouchered including previously matched vouchers exceeds the quantity on the purchase order plus the allowed over-receiving quantity. The receiving percentage tolerance does not equal 0, and the total quantity vouchered including previously matched vouchers exceeds the quantity on the purchase order plus the allowed over-receiving quantity. The receiving tolerance is 0 and the total quantity vouchered including previously matched vouchers exceeds the quantity on the purchase order. An exception is not generated for an amount-only purchase order or non-purchase order receipt. The extended price percentage tolerance is not 0, and the total amount vouchered including amounts on previously matched vouchers exceeds the purchase order amount calculated using extended price percentage tolerance. The extended price tolerance is not 0, and the total amount vouchered including amounts on previously matched vouchers exceeds the purchase order amount calculated using extended price tolerance. Compare the total voucher merchandise amount gross amount less miscellaneous charges and tax to the total merchandise amount on the POs less any previously matched amounts. Include amount tolerances from the rule, if any, when comparing the amounts. Compare the total voucher merchandise amount gross amount less miscellaneous charges and tax to the total merchandise amount on the POs less any previously matched amounts. Include percent tolerance from the rule. Compare the total voucher merchandise amount gross amount less miscellaneous charges and tax to the total merchandise amount on the receipts less any previously matched amounts. Include amount tolerances from the rule, if any, when comparing the amounts. For non PO receipts, compare the total voucher merchandise amount gross amount less miscellaneous charges and tax to the total merchandise amount on the non PO receipts less any previously matched amounts. Include amount tolerances from the rule, if any, when comparing the amounts. Compare the total voucher merchandise amount gross amount less miscellaneous charges and tax to the total merchandise amount on the receipts less any previously matched amounts. Include percent tolerances from the rule, if any, when comparing the amounts. For non PO receipts, compare the total voucher merchandise amount gross amount less miscellaneous charges and tax to the total merchandise amount on the non PO receipts less any previously matched amounts. Include percent tolerances from the rule, if any, when comparing the amounts. Compare the total voucher merchandise amount gross amount less miscellaneous charges and tax to the total merchandise amount on the POs. Include amount tolerance from the rule and create an exception when the difference exceeds the tolerance. Compare the voucher line amount to the PO line schedule amount less any previously matched amounts. Include amount tolerances from the PO, if any, when comparing the amounts. Compare the voucher line amount to the PO line schedule amount less any previously matched amounts. Include percent tolerances from the PO, if any, when comparing the amounts. Compare the voucher line amount to the receipt line amount less any previously matched amounts. Include amount tolerances from the PO, if any, when comparing the amounts. Compare the voucher line amount to the receipt line amount less any previously matched amounts. Include percent tolerances from the PO, if any, when comparing the amounts. Compare the voucher line amount to the PO line schedule amount less any previously matched amounts. Include amount tolerances from the rule, if any, when comparing the amounts. Compare the voucher line amount to the PO line schedule amount less any previously matched amounts. Include amount tolerances from the rule, if any, when comparing the amounts. Compare the voucher line amount to the receipt line amount less any previously matched amounts. Include amount tolerances from the rule, if any, when comparing the amounts. For non PO receipts, compare the voucher line amount to the non PO receipt line amount less any previously matched amounts. Include amount tolerances from the rule, if any, when comparing the amounts. Compare the voucher line amount to the receipt line amount less any previously matched amounts. Include percent tolerances from the rule, if any, when comparing the amounts. For non PO receipts, compare the voucher line amount to the non PO receipt line amount less any previously matched amounts. Include percent tolerances from the rule, if any, when comparing the amounts. Current voucher quantity plus previously matched voucher quantities, if any, greater than PO line schedule quantity. Include quantity received percent over, if any, from the PO when comparing the values. Current voucher quantity plus previously matched voucher quantities, if any, greater than PO line schedule quantity. Include quantity received percent over, if any, from the PO when comparing the values. Current voucher line amount plus previously matched voucher line amounts, if any, greater than PO line schedule amount. Include amount tolerances from the PO, if any, when comparing the values. Current voucher line amount plus previously matched voucher line amounts, if any, greater than PO line schedule amount. Include percent tolerances from the PO, if any, when comparing the values. Current voucher line amount plus previously matched voucher line amounts, if any, greater than PO line schedule amount. Include amount tolerances from the rule, if any, when comparing the values. Current voucher line amount plus previously matched voucher line amounts, if any, greater than PO line schedule amount. Include percent tolerances from the rule, if any, when comparing the values. Current voucher line amount plus previously matched voucher line amounts, if any, greater than receipt line amount. Compare voucher price with PO price. Include price amount tolerances, if any, from the PO when comparing the values. Compare voucher price with PO price. Include price percent tolerances, if any, from the PO when comparing the values. Compare voucher price with PO price. Include price amount tolerances, if any, from the rule when comparing the values. Compare voucher price with PO price. Include price percent tolerances, if any, from the rule when comparing the values. Compare voucher price with receipt price. Include price amount tolerances, if any, from the rule when comparing the values. Compare voucher price with receipt price. Include price percent tolerances, if any, from the rule when comparing the values. Compare voucher quantity with PO line schedule quantity. Include quantity received percent over, if any, from the PO when comparing the values. Compare voucher quantity with receipt line quantity. Include quantity received percent over, if any, from the PO when comparing the values. Rule ID Description Long Description 100 No Receipts Found. No available receipts not matched, not on hold, and not canceled were found for the purchase order specified on the voucher line. The payment terms code on the purchase order does not equal the payment terms code on the voucher. The supplier or supplier location on the purchase order does not equal the supplier or supplier location on the voucher. The item on the voucher line does not equal the item on the purchase order line. The item ordered requires inspection but inspection has not been completed. The supplier or supplier location the voucher does not equal the supplier or supplier location on the receipt. The item on the voucher line does not equal the item on the receiver line. Rule ID Description Long Description 800 Small dollar purchase; match automatically. For small amount purchases, automatically match the voucher. Ignore exceptions when the exception amount is less than the cost of processing the exception. For non PO receipts, ignore exceptions when the exception amount is less than the cost of processing the exception. Match when voucher line amount greater than or equal to PO line amount - rule under amount and less than or equal to PO line amount + rule over amount. Match when voucher line amount greater than or equal to PO line amount - rule under % and less than or equal to PO line amount + rule over %. Match rule IDs 250 and 260 allow for non-receipt required matching. Delete these match rules if you require all purchase orders to be received. Scenario Document Association Algorithm Voucher Receiver Associated Receipt? Purchase order and voucher associated. Purchase order and voucher matched after all match rules applied. Exception created for match rule 100 - no receipts found. No further match rules are applied. Solution: Manually associate receiver to the vouchers. Purchase order is partially associated. Voucher and both receivers associated. Purchase order is partially matched and voucher and receivers are fully matched after all match rules applied. PO matching tolerance is 10%. Purchase order and voucher associated. No further match rules are applied. Purchase order and Receiver 1 associated to Voucher 1. No purchase order and receiver association for Voucher 2. Purchase order is partially matched. Voucher 1 and Receiver 1 are fully matched after all match rules applied. Exception created for Voucher 2 for match rule 100 - no receipts found. No further match rules are applied. Exception created for match rule 100 - no receipts found. No further match rules are applied. Purchase order and voucher associated. No further match rules are applied.

PeopleSoft HRMS Interview Questions 15 What are Business Units in Match rules peoplesoft HRMS. Match Rule ID match rule identification Displays the match rule associated with this match rule control. The north price percentage tolerance is not 0, and the total amount vouchered including amounts on previously matched vouchers exceeds the purchase order amount calculated using extended price percentage tolerance. Match rules are applied at either the header summary level or the line summary level. The supplier view is going to show you the u exceptions per supplier for the time period searched. You can also change the Match Action field on the Details for Schedule page. Rule ID Description Long Description 800 Small dollar purchase; match automatically. Query Select to indicate that the list of users are based on a north. Include percent tolerances from the rule, if any, when comparing the amounts. Include amount tolerances from the PO, if any, when comparing the amounts. Business units have no predetermined restrictions or requirements; they are a flexible structuring device that enable you to implement PeopleSoft HRMS met on how your business is organized.