{"id":28040,"date":"2024-01-06T12:53:49","date_gmt":"2024-01-06T12:53:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=28040"},"modified":"2024-01-06T12:53:51","modified_gmt":"2024-01-06T12:53:51","slug":"how-to-match-open-items-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/01\/06\/how-to-match-open-items-in-sage-x3\/","title":{"rendered":"HOW TO MATCH OPEN ITEMS IN SAGE X3"},"content":{"rendered":"\n

Sage X3 uses an automatic matching process when posting open items which are applied to other open items. For example a payment made for some invoices is posted. During this posting process the details are loaded into a temporary table called MTCBATCH. Within this table the documents are matched together, open item entries are marked as closed, and the entries are then cleared from the MTCBATCH table.<\/strong><\/p>\n\n\n\n\n\n

Clearing this field is a manual process. The steps below shows us how to create a query tool to view the suspended matching items and how to clear them from the MTCBATCH table in sage X3.<\/p>\n\n\n\n

The first thing to check is to make sure the accounting tasks are running. After you have verified that everything is running proceed with the next steps.<\/p>\n\n\n\n

 Creating a Query tool to Identify the Incomplete Records.<\/strong><\/p>\n\n\n\n

  1. Go to Setup > Usage > Reports > Query Tool<\/li>
  2. Create a new Query like below. Make sure to add the link expression formula: [F:DAE]DAE2 = [F:MTB]ACCNUM<\/li><\/ol>\n\n\n\n\n\n

    3. Validate and run the query.<\/p>\n\n\n\n\n\n

    You can see two sets of matching that failed. We can go to manual matching to view the entries and complete the matching as needed.<\/p>\n\n\n\n

       Completing the matching using manual matching<\/strong><\/p>\n\n\n\n

    1. Go to Financials > Matching > Manual matching<\/li>
    2. Complete the matching process if needed.<\/li><\/ol>\n\n\n\n\n\n

         REMOVE THE ENTRIES FROM THE SUSPENDED MATCHING TABLE-<\/strong><\/p>\n\n\n\n

      (A user with administrative permissions may be required for this process)<\/strong><\/p>\n\n\n\n

      1. Go to Development > Utilities > Maintenances > In lines<\/li>
      2. Enter MTCBATCH in the \u2018Table\u2019 field<\/li>
      3. Click \u2018OK\u2019<\/li>
      4. Click on \u2018Selection\u2026\u2019 from the list on the right<\/li>
      5. Enter the Match number (MTCNUM) from the query tool results<\/li>
      6. Click \u2018OK\u2019<\/li><\/ol>\n\n\n\n\n\n

        Click the delete icon  from the list on the right<\/p>\n\n\n\n\n\n

        Click ‘Yes’<\/p>\n\n\n\n\n\n

        Click the scroll arrow to move to the next record with the same MTCNUM<\/p>\n\n\n\n

        Delete any remaining records<\/p>\n\n\n\n

        Go to Accounting Tasks and review the Matching field. Confirm that it says ‘0’.<\/p>\n\n\n\n\n\n

        About Us<\/strong><\/p>\n\n\n\n

        Greytrix<\/a> – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n\n\n\n

        Greytrix<\/a> caters to a wide range of Sage X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM<\/a>, Salesforce.com<\/a> and Magento eCommerce<\/a> along with Implementation and Technical Support worldwide for Sage X3<\/a> (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services<\/a>, integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a> and Letter of Credit<\/a> for Sage X3 to Sage business partners, end users and Sage PSG worldwide.<\/p>\n\n\n\n

        Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n\n\n\n

        For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

        Sage X3 uses an automatic matching process when posting open items which are applied to other open items. For example a payment made for some invoices is posted. During this posting process the details are loaded into a temporary table called MTCBATCH. Within this table the documents are matched together, open item entries are marked\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,5,3162,6,13,8,3642,10,11],"tags":[3001,3945,203,3947,3066,1822,1839,2871,1945,2034,3948,3946],"class_list":["post-28040","post","type-post","status-publish","format-standard","hentry","category-configuration","category-features","category-greytrix","category-installation","category-integration","category-sage-erp-x3","category-sage-x3","category-standard","category-tips","tag-accounting-task","tag-activate","tag-batch-server","tag-manual-matching","tag-query-tool","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sage-x3-technical-blogs","tag-selection-criteria","tag-suspended-matching","tag-table-maintenance"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28040","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=28040"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28040\/revisions"}],"predecessor-version":[{"id":28049,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28040\/revisions\/28049"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=28040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=28040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=28040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}