Purpose of this Article: Description of Matching Rules currently in use by FSP

Audience: AP Processors

Author: Teodora Ivanova

Version/Update Date: 2 / 01/24/2019

Related Content: Accounts Payable: Creating a voucher from Receipt or PO only  https://sfemployeeportalsupport.sfgov.org/a/solutions/articles/22000216161

Outline:

Matching is a flexible process that compares vouchers with purchase orders and receiving documents to ensure that you are paying for what you ordered and received.

Matching compares the following and asks the questions:

· 2 Way matching – The invoice is compared to the PO. (Did we order this product?)

· 3 Way matching – The invoice is compared to the PO and the receiving document. (Did we order and receive this product?)

FSP uses 3-way matching - attached are the matching rules with their descriptions.