Learn how to use DataSnipper to perform and automate your inventory price testing procedures with Document Matching.
Video walkthrough
What the video covers
The walkthrough shows importing supplier invoices and matching unit prices from the inventory sub-ledger to the invoices with Document Matching, using a percentage threshold to allow small price deviations.
Prerequisites
Scanned invoices for the selected inventory items
Unit prices according to the inventory sub-ledger
Start the procedure
1. Import all relevant documents for your testing, such as invoices.
2. Click the Document Matching button in the DataSnipper ribbon and select Start new document matching.
3. Select the relevant sample data from the trial balance: Item Name and Unit Price.
4. Select All Documents and configure the Input and Output table to your desired result.
5. To allow for small differences in the unit price, click the three dots and select the Threshold box. Choose the percentage option and set it to 5.
6. Click Match all rows and inspect the output.
7. With the advanced options applied, the match allows deviations of up to 5% in the unit price from the general ledger to the supporting documents.
