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To ensure a document must be matched before it can be submitted, enable the "Matching Required" setting. This is most commonly applied to Purchase Order document types – POAM, POQ, and CC_POQ.
Once enabled, this setting ensures that the document cannot be submitted until the required amount or quantity has been matched (depending on the document type). It also prevents additional items from being added once the match is complete.
Note: The "Matching Required" setting can be applied to any document type that supports matching – not just purchase orders.
To set this up please follow the below steps:
1. Navigate to the Document Type page, and double click into the relevant PO Type.
2. Click Edit, Go to the Others Tab and under Matching and Allocations tick the "Matching Required" tick box, and click Save.
3. Repeat this process for the remaining PO Document Types.
How do I enforce matching before a document can be submitted?
How do I make matching mandatory prior to document submission?
How can I ensure a document is matched before submission?
How do I configure matching requirements for document submission?
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