Automating the Valuation of Reconciliation Rules

In case you need to reconcile a large number of documents sent by your OEM or supplier, you can automate reconciliation tasks by setting rules which apply to all the objects to reconcile. This task shows you how to do so.
This task assumes that you have already performed a query operation for mapping documents. For productivity reasons, prior to performing this kind of operation which involves a certain large number of documents, we recommend you perform a global query as explained in Identifying the Documents Globally.

  1. In the Reconcile Window, click the Global Set tab.
    The different options available from this tab let you apply global rules among predefined list of automatic valuation strategy.

  2. Select any of the following rules:

    All objects as New


    All objects as New sets all objects to New.
    When you select this option and click the Apply button, the dialog box that appears, displays the Force mapped object to New option. If you select it, all the objects, even those that are already mapped, will be set to New.

    All objects as Overwrite

    All objects as Overwrite sets all mapped objects with no rule to Overwrite. When you select this option and click the Apply button, the dialog box that appears, displays the Force all to Overwrite option. If you select it, the rules that were previously applied to these objects will be overwritten.

    All objects as Reload

    All objects as Reload sets all mapped documents to Reload.
    When you select this option and click the Apply button, the dialog box that appears, displays the Force all documents to Reload option.

     If you select it, all existing rules will be overwritten and replaced with Reload.

    All objects as New From


    All objects as New From sets all objects to New From if the New From conditions are satisified (see     Defining the Reconciliation Rule You Need for more information).  When you select this option and click the Apply button, the dialog box that appears, displays the Force mapped object to New option. If you select it, all the objects, even those that are already mapped, will be set to New From.