Once the Entered Amount for the line item detail equals the Invoice Total established for the invoice, click <Match> from the Invoice Header Screen to match the line item detail on a completed invoice to the ordered units in the system and to display the Invoice Matching Reports window.
The cost of the line item and the cost of the ordered unit must be the same before the system can match them. Settings established in the Matching Profiles Definition option determine other matching requirements. Units are only available for matching, however, if they meet the criteria listed below.
The unit must have an estimate type setting of Y for Clear?.
A product or product split must be allocated to the unit in the Maintain Buys option.
The package for the unit cannot be rejected.
The unit cannot be a recapturable bonus (Bonus?=R).
You can match a unit with a buy status of A (active). If the buy status of the unit is P (pre-empted) or M (missed, makegood), the unit may be matched if the unit was matched previously when it was active.
The unit must have a cost to be matched. If the cost of the unit is zero, the unit is available for matching if one of the following conditions exist:
The unit has a status of A and it was not previously matched.
The unit has a status of P or M and the matched gross for the unit does not equal gross ordered for the unit. If the cost is not zero, the unit is available for matching if one of the following conditions exists:
o The unit has a status of A and the matched gross for the unit does not equal gross ordered.
o The unit has a status of P or M and the matched gross for the unit does not equal zero.
During the matching process, certain unit details may be updated. If the Update Buy with Date & Time setting for the media/client is Yes, units are assigned the commercial date and time from the invoice when the units are matched. The air date and run time for the corresponding invoice line item become the commercial date and time for the unit. If this setting is Yes and the units are cable buys, the actual audience figures are also posted provided the ratings are loaded.