Issue -- Why Automatch Program creates recommendation with 100 score but does not apply the transactions

Issue -- Why Automatch Program creates recommendation with 100 score but does not apply the transactions with message “Multiple customers for selected recommendations”.

Analysis:

This was happening where the transactions having different customers than the receipt are mentioned in the reference field of the receipt spreadsheet while creating receipt:

For example: Receipt REC100 having customer TATA have multiple transactions with different customers in reference field :s

Receipt => REC100 , Customer Name = ‘TATA’

Transaction => TR00001, Customer Name =’TATA’

Transaction => TR00002, Customer Name =’RELIANCE’

As per intended functionality, the “Apply receipts using Automatch” process does not work for referred transactions if they are created for different customers than the receipt customer, even if pay unrelated transactions is set

So in above scenario transactions would not  get Auto applied to receipt even if reference score is 100 and these would have to be applied manually.

To implement the solution, please execute the following steps:

1. For FBDI import file “CreateReceiptBatches.xlsx”, split the referred amounts only to transactions having the same customer

2. Run the Import Process

3. Run the Apply receipts using Automatch process to automatically apply issue receipts to reference transactions having the same customer

4. For transactions of related customers, apply manually the receipt amount.