Docs  /  NAVAX Automatic Order Matching  /  Setup

 Automatic Order Matching Setup

2024/11/04 • 3 min. to read

In this topic

• General, Fields
• Automatic approval
• Automatic Matching Error after (Days)
• Order Matching Tolerance (%)
• Actions

Before NAVAX Automatic Order Matching can be used, its basic functionality must be set up. In the NAVAX Auto. Order Matching Setup page, the general settings and defaults are defined.

General, Fields

Activate Order Matching	Activates the automatic order matching. In the purchase invoice, the relevant fields are visible. A job queue entry is created for periodic order matching.
Automatic Approval	Specifies whether purchase invoices are automatically sent for approval once the order match has been completed successfully.
Order Matching Tolerance (%)	Specifies the allowed Difference in Value between the Purchase Order and the Purchase Invoice
Automatic Matching Error after (Days)	Defines how long a Purchase Invoice can be in the Status “Waiting for Goods Receipt” until the status automatically changes to Matching Error.

In order for automatic order matching to be carried out, the field Activate Order Matching must be turned on. This automatically displays the following fields in the purchase invoice:

• Total excl. VAT (vendor)
• VAT (Kreditor)
• MwSt (Kreditor)
• Total incl. VAT (Kreditor)
• Detailed Status

In addition, the job queue entry 70161700 / Perform order match is created and activated.
The job queue entry is set up as a recurring task and starts daily at 02:00:00. You can adjust the start time to avoid overlaps with existing job queue entries. You can define whether the approval request should be requested automatically after the order match has been successful, how long the order match should run for before the detailed status is set to order match timeout and what difference in % between a purchase invoice and a purchase order is considered a successful match.

Automatic approval

You can use the field Automatic Approval to control whether an approval request should be sent automatically after the order match has been performed successfully. If this field is deactivated, after a successful order match the purchase invoice status remains either Open or is Released directly if no approval workflow is activated.

Automatic Matching Error after (Days)

Define for how many days the Order Match should run, before the Status is set to Order Matching timeout.

Order Matching Tolerance (%)

Define the allowed difference in per cent (%) between the values of the purchase order(s) and the purchase invoice. This difference relates to the content of the fields

• Total excl. VAT (vendor)
• VAT (vendor)
• Total incl. VAT (vendor)

As soon as the difference is exceeded in one of the fields, the order match cannot be completed successfully.

Actions

• NAVAX license overview

  Opens the NAVAX license overview, which shows the current license status of the NAVAX extensions.