Slide 1

Slide notes: The Matching function is available at a number of entry points in the AR Debtors application, including from the AR Debtor master screen.

Slide 2

Slide notes: When we choose the Matching function from the AR Debtor screen, we have an option to perform matching, and also an option to re-build the matching for this Account.

Slide 3

Slide notes: We consider the 're-build' option first.

Slide 4

Slide notes: If we choose 'Unmatch Only', then all prior matching on the Account is removed, for all periods, and we can re-form all matching on the Account. If we choose 'Re-build Automatch', then all prior matching is removed first, and then the system performs any matching that it finds automatically, by matching Receipt and Credit amounts to Charges.

Slide 5

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Slide 6

Slide notes: If we choose 'Perform Matching', then the latest matching status on the Account is loaded, and we can proceed to perform manual Matching.

Slide 7

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Slide 8

Slide notes: On this Account we can see Matching that can be performed. However, we are only noting the Matching option from the AR Debtor screen now, and in fact the matching procedures are the same for all entry points to Matching. For a full discussion of matching and how to do it, please see the tutorial 'Perform Matching'.