Account Matching Batch Setup

The Advanced Match Conditions section of the Account Matching Setup form enables you to set up specific criteria for account matching batch operations.

Several combinations of conditions are handled by these settings.

Pick lists allow you to select from the available criteria. Any field on the Debtor form may be used in these advanced conditions.

Please be aware that a blank field may result in the record being skipped when the grouping takes place. Examine your results carefully to ensure that your settings are producing the results that you expect.

The advanced account matching criteria has 4 OR rows each consisting of 6 AND columns. Up to 6 AND fields may be specified in a single ROW. If any single one of the defined fields references an EMPTY data field, the entire ROW will be rejected and resolve to FALSE. The record will be skipped.

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See Also

- Account Matching Setup