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Bank - Relevance setting

  • 24 November 2023
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Hello all,
 
We work on Import Bank Transaction in 2022 R2, and we try to set up Relevance Calculation in the best manner. As I understand there’s two ways to set up Relevance 1. Cash management preferences 2. Match settings. Help section mention that the Cash Management preferences is the one who get priority if there’s no set up for a particular cash account. As you can see below, we’ve tried to put much off the weight on the amount, but the system doesn’t seem to take it into consideration and we can’t adjust directly in the match settings.


 
How can we have 0 as a relevance if it takes amount in consideration?


Is there any way to force him to take it into account?
 
Thanks!

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Best answer by Robert Sternberg 27 November 2023, 00:01

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Raphael

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Robert Sternberg
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The amount is always taken into consideration therefore it is not included in the relevance calculation, the setting from Cash Management Preferences relates to expense receipt matching.   

The relevance calculation in your case is made up of 50% from Doc Date and 50% Ref Nbr as set in your Transaction Matching Settings on the Process Bank Transactions Screen. 

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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