• Shopperations uses the mandatory Order ID field to look for matching tactical plans.
Remember - We recommend using the Shopperations Tactic ID as your Order ID (can be custom named)
• Transactions that have a single match are placed on the Matched Invoices page.
• The Invoice Amount value accumulates in the matching tactic brand/product Actual Spend field.
Transaction Update Logic
• During upload, Shopperations checks file line items against those already in the database. The system checks the Uniqueness field set and if all values are the same as the line already in the database - Shopperations will do an update.
Fields used to define uniqueness:
- invoice number
- Invoice date
- order id
- budget id
- doc.number
- description
- type
These fields will be updated for the line:
•Invoice Amount
•Beneficiary
•Status
•Vendor Number
•GL Code
•Budget Description
•PO#
New Transaction Creation Logic
If the Order ID is the same, but the file transaction is determined to be unique (any of the other determining fields are different), Shopperations will create a new actuals line and match it to the same tactical plan.
The tactic will show a list of each matched actual and the aggregated total displays in the Actual Spend field.