Turn on line-level matching

When you turn on line-level matching in your Purchasing configuration, you override the default of header-level matching.

For line-level matching, AI/ML does the following:

  1. Matches the vendor document to the source Purchasing transaction.
  2. Populates line items in the vendor invoice using data from the vendor document, rather than the source transaction.

Compare header-level to line-level transaction matching.

Subscription

Administration

AP Automation

Purchasing
Regional availability Early Adopter participants in supported regions
User type

Business user with admin privileges
Permissions

Administration

  • Application subscriptions: Configure
Configuration

AP Automation with Purchasing must be enabled first

  1. Go to Purchasing > Setup > Configuration.

  2. In the Automation settings section, select Enable line-level matching.

  3. Select Save.