Create a new and duplicate an existing Intercompany Matching Rule using the form.

To create a new Intercompany Matching Rule within the form:

  1. Select Create New from the top-right toolbar menu.
    A new blank rule appears.
  2. Enter the information for the Intercompany Matching header and select the checkbox next to the intercompany matching rule.
    Details pane displays where you can enter the details of your rule.
  3. Select Create New on the toolbar menu in the Details pane to create a new Intercompany Matching Rule detail row and add all the required details.
  4. Select Save once you have entered the header and details completely.

You can duplicate Intercompany Matching Rules in your system to make the creation of new rules that are similar to current conversion rules quicker and simpler. Duplicating an Intercompany Matching Rule duplicates the rule along with its details.

To duplicate an Intercompany Matching Rule, right-click the rule header and select Duplicate. This creates a duplicate rule along with the details. The rule can then be edited and saved as required.