Matching V2: Migration process from Matching v1 to Matching v2

Matching V2: Migration process from Matching v1 to Matching v2

We are currently working on a new matching feature to allow Bills-to-Purchase Orders matching in a many-to-many pattern.

The Beta version is already available, so please contact us if you’d be interested in giving it a try.  

If you already have matched Bills to Purchase Orders, you can migrate your data once the new matching feature has been turned on for your Organisation:

  1. Go to the "Organisation" page under the main menu (if you use the new menu, select your Organisation and open Workflows and settings > Organisation Settings and Connection) and click on the button “SWITCH TO THE NEW MANY-TO-MANY MATCHING” :
  2. In the next pop-up window, confirm that you agree and want to migrate your data to the new matching version:
Please note: this process cannot be revoked.
  1. After the migration has finished, the “Matching v2” Beta is automatically enabled and the button will disappear from the "Organisation" page.
Important note:
It is highly recommended to migrate data only at weekends in order to exclude the situation that Bill-to-PO matching actually takes place during the migration. If matching is done during a migration, it will not be reflected and you'll need to repeat that matching after the migration is finished.

Migration scenario:

Migration is only required if you have previously used Matching v1.

1 Bill – Many POs
  1. The Bill amount is over or equal to the sum of all matched Purchase Order amounts: each allocation equals the matched Purchase Order amount
  2. The Bill amount is less than the sum of all matched Purchase Orders: each allocation equals zero
Please note: an Organisation's Administrator has the authority to edit a matching manually/unmatch even if the matching Bill has been approved/the Purchase Order is marked as "Billed".


Many Bills – 1 PO

  1. Each allocation equals the matched Bill amount. The Purchase Order remaining balance may be negative in this case. The Organisation's Administrator may edit a matching if needed.







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