auto_matching_rules
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Deduction Auto Matching
We have these settings:
- strip leading zeros deduction invoice - if true leading zeros are removed
- strip leading zeros claim invoice - if true leading zeros are removed
- strip alpha deduction invoice - if true alpha characters are removed
- strip alpha claim invoice - if true alpha characters are removed
- match claimant to parent grouping - if true matches claimant to parent grouping
- match claimant to buying grouping - if true matches claimant to buying grouping
- match deduction company to parent grouping - if true matches deduction company to parent grouping
- match deduction company to buying grouping - if true matches deduction company to buying grouping
- automatch_deduction_number_exclusion_pattern character varying - this setting is a pattern of text entered where if it matches the deduction number it does not try to automatch. Example: if “DE” is entered it would not attempt an automatch on deduction numbers that have DE in them.
Based on these settings, we will do different things for auto-matching.
First thing we do is get a list of deductions which need to be matched, and optionally strip leading zeros and alpha characters from the invoice number.
Next we get a list of claims and do the same to the invoice number there based on its settings.
First Pass: match is exact (with the previously applied settings for invoice number manipulation):
- Claim company = deduction company – includes aggregate companies
- AND (claim invoice number = deduction invoice number OR claim deduction number hint = deduction invoice number OR claim deduction number hint = deduction number)
- AND claim invoice amount requested = deduction amount remaining
- AND there is enough money left on the deduction / claim to match
Second Pass:
- (claim buying group = deduction buying group OR claim parent group = deduction parent group) – uses the settings to know if it should do the match on buying / parent group
- AND (claim invoice number = deduction invoice number OR claim deduction number hint = deduction invoice number OR claim deduction number hint = deduction number)
- AND claim invoice amount requested = deduction amount remaining
- AND there is enough money left on the deduction / claim to match
Third Pass:
- AND (claim deduction number hint = deduction number)
- AND there is enough money left on the deduction / claim to match
auto_matching_rules.1589468595.txt.gz · Last modified: by adam.brusselback