Allow Match On Either Item Or Vendor Item

Hey Everyone,

Working to improve our EDI match process. One of the low hanging fruit that could help us with that is enabling "Allow Match On Either Item Or Vendor Item".

Are there others that use this function? Anything we should watch out for enabling this option?

Thanks,

Ben

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kboley

Hi Ben....I am the EDI Admin at CMH. We are currently using it. We turned it on shortly after it became available in one of the monthly CU's. This has helped in matching some invoices, especially if we had a wrong Supplier Part# that got changed through the EDI transactions and as long as they sent us back our Part#. I couldn't tell you right off hand how many invoices this has helped with, but I know my A/P contact saw less once this was in place.

As far as what to watch out for, nothing I can really think of right off hand. I will share there have been times that something didn't match, even though one can see that the values are the same. But after some digging, it was determined that there was a leading space in front of one of the numbers. So, if you find things aren't matching when you would expect them to, based on checking the box, just know there could be something else happening. Ultimately, it's been helpful for us and would advise giving it a try. You can always uncheck it later if need be.

Hope this helped.

Thanks,

Kevin

jennie-granberg

Hi Kevin, this is good advice. We just recently moved to FSM and are also matching on Item number and Vendor item and thinking that works well. We do however have times where the item number, vendor item, UOM, cost, and line number all match and it's still creating an error that says "Purchase order line not found for item, vendor item or description". This has lead us to believe it's because the descriptions don't match between the PO and Invoice, but lots of other lines also match when the descriptions do match so maybe it's a leading space you mentioned. I will check that out. Have you encountered this same issue and noticed that the descriptions might be causing an error? Since that's not a choice on the interface job, I wouldn't think that would matter.

Thanks!

kboley

Hi Jennie, glad to hear you're using it and that you too believe it works well.

That's a good question and is something I have found myself pondering over from time to time. I wouldn't say it's not impossible that the description would be causing the problem, but I would say highly unlikely, just to the point you made about there's other times when things do match, even though the descriptions are different. I honestly feel the same way time to time about the pricing (unit cost).

I know you mentioned you already plan to check out the "space" situation, which is great and something I highly encourage. I know I mentioned only something about a leading space (as this tends to be what I find), but don't forget to check an ending one as well. If you find that there is no such space on a match that you believe should have matched but didn't, I would be curious to know what the root issue was for that one (if you can in fact find one). As normally, something has to be changed in order for things to match. And I would also have to check with my A/P person who handles fixing the invoices, what all she has come across for situations like this, if you want any other possible options, other than the "space" piece I mentioned.

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