Matching Profiles Definition

This option enables you to create the Matching profiles by media, media/vendor, and media/client that establish invoice entry and matching requirements for all matching functions in Network. These are: Enter/Match Invoices (250), Manually Match Invoices (251), and Enter Forced Match (253), as well as the system matching functions in the Buy Module and Discrepancy Reconciliation.
These requirements control those fields a user must key when entering line item detail for an invoice. The elements of a line item (length, time, date, etc.) and the ordered unit must be the same to that Network Media Accounting may complete a match. Another setting controls whether partial clearing  of vendor invoices is allowed.

There are several levels of Matching Profiles: Media, Media/Client, and Media/Vendor. In order to create either of the last two, you must begin by defining a Media Matching Profile.

Media/Client

This profile is optional unless the requirements for invoice entry and matching differ from the Media Profile. An additional setting controls whether units are assigned a commercial date and time from the vendor invoice when the units are matched. This feature saves end users from having to enter the date and time manually in order to post actual audience figures for cable units.

You must define a Media Matching Profile for every media code. If you make a change to an existing Media Profile, that change defaults to the lower level profiles, provided that the values matched before you change the Media Profile.

Media/Vendor

Also an optional profile. The fields are identical to the Media Profile, however, you may vary settings for a vendor.

For Invoice entry, matching, and clearing, Network uses the settings from the matching profiles in this order, which is the reverse of how you define the profiles.

This means that if a Media/Client Profile does not exist, Network uses the settings from the Media/Vendor Profile.  If no lower level profiles exist, the system uses the Media Profile settings.

Other Matching Criteria

In addition to the matching criteria in these profiles, these matching criteria are always in effect: