[Stefano]

Hello,
Have Anyone used Auto Match with Bill and Sell Shipment??
We have to configure a servprov to automatch with a simple rules, but after a Process Launch nothing happens??
Do anybody knows problems in automatch with sell shipment??

Thanks in advance.

Regards

[bmj_23]

Why would you want to match a sell side shipment to a customer bill ?

The match rule functionality is designed to "match" invoices (not bills) recevied via integration or manually keyed in to the UI to buy side shipments ?

On the sell side, the customer bill is created directly from the details on the sell side shipment and used to bill the customer, there really is no matching process.

If this is not your scenario, then please post more details of the process you trying to support.

[Stefano]

Thanks bmj_23
in the meantime we discover what you say, that only Invoice are matchable with shipment.

We got it, and we match invoice also with sell shipment.

However our scenario is based on:
Manage autopay process with CUSTOMER composed by:

We receive from a big Customer, PRE-INVOICE that customer prepare by itself, because customer and transportation company, that use OTM, are company inside same.holding...
So these invoices need to be matched with sell shipments, are profit for OTM.

Thoerically infact this invoice are pre-Bills.
We understand that
We discover that it's not possible import via EDI bills so now we are using INVOICE to manage this particular process.

Do you have any experience on OTM about managing AUTOPAY with customer??

Thanks in advance

[bmj_23]

Given that scenario, my advice would be to generate customer bills per sell side shipment and then when you get the pre-invoice from the customer (how do you receive that - email ? Integration ?) generate a consolidated customer bill from the individual customer bills that represent the sell shipments on the pre-invoice from the customer.

That should allow you to compare the total consolidated bill amount in the OTM application to the amount on the pre-invoice from the customer. If the $$$ amounts match, you can then approve the bill and generate your outbound integration / reports to compare sell side revenue v buy side costs.

Let me know if that would work.

[gravi_in]

Hi,

We are having a similar situation here. While creating a Match rule, there is a facility to create a match rule that can try to find a Buy Shipment, Sell Shipment or Both.

Can you tell me in what scenarios this functionality can be used?

Thanks in Advance

Ravi

[bmj_23]

As far as I know, since GC3 was originally designed, the match rules control the matching process of incoming buy side invoices to buy side shipments.

I can see that on the match rule you can define that the match rule should apply to either buy shipments, sell shipments or both, but am at a loss to explain why a match rule should apply to a sell side shipment. That field looks like it is new in one of the 5.5 releases.

The help system is not much use in this area so would be interested to hear if anyone can shed any light on this.