Issue – Business reported that Auto Match functionality not working for split payments across different customers


Analysis: Business was not providing the customer details in the Create Receipt Spreadsheet and customer details in receipt is mandatory for Auto Match process to work.

Steps Followed by business: Create receipts via spreadsheet without updating customer info => Run Auto Match Process

On daily basis business receives lots of payment to be matched with hundreds of transactions but they get customer details on next day form bank and same payment receipt might belong to multiple transactions belonging to multiple customers. 

So, a payment receipt from customer Cust1 must be applied to transactions belonging to multiple customers like Cust1, Cust2,Cust3…

Oracle Auto Match functionally only works when the receipts have the customer account details and it even matches the transactions belonging to different customers other than receipt.

So we advised business to create receipts without customer details with transaction numbers to be matched and next day when they receive the customer information form bank then to update customer account in the receipt and run the Auto Match Process. This approach worked.

below receipt have the amount splitted between multiple transactions.



Below error is raised by Auto match process when the receipts does not have customer information but while it has reference to 5 transactions.


After running “Apply receipts using Automatch” process has not worked across multiple customers split payment:



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