The Complete Match scenario in document comparison occurs when selected documents share identical values across key fields, such as SKU, Quantity, and Unit Price. This allows the system to seamlessly aggregate data, presenting totals like combined quantities or amounts in a structured view.
Why the Complete Match Scenario is Useful
Streamlines Accuracy: Aggregates data from aligned documents, reducing manual validation efforts.
Simplifies Analysis: Offers a consolidated view of quantities and amounts, ensuring accuracy before proceeding.
Supports Decision-Making: Validates that vendor purchase orders meet requirements, helping finalize transactions with confidence.
Let’s walk through the process with four purchase orders billed to the same customer.
Step 1: Navigate to the Document Repository
Access the Internal Docs Module: Click on the Internal Docs icon in the left-hand navigation bar to open the document repository.
Locate Documents: Use the search bar or scroll through the repository to locate the four vendor purchase orders you wish to compare.
Step 2: Select Documents for Comparison
Select Documents: Click the checkboxes next to the purchase orders you want to include in the comparison.
Initiate Comparison: Once selected, click the COMPARE button located in the toolbar at the top of the repository.
Step 3: Confirm Common Fields
Review Available Fields: A side panel will appear, listing table columns (e.g. Document Name, SKU, Description, Quantity, Unit Price) available for comparison.
Ensure Field Compatibility: The documents must share mandatory common fields for comparison. If any document lacks these fields, you’ll receive a notification stating “no common columns,” and the comparison will be disabled until the issue is resolved.
Select Columns: Choose specific fields for comparison or click Select All to include all available fields.
All the available fields will be selected.
Initiate Comparison: Click the Compare button at the bottom of the side panel to start the process.
Step 4: Review the Comparison Results
The system will generate results in three levels of detail, accessible via tabs- the Summary tab, Comparison tab and Detailed Comparison tab:
Summary View: Navigate to the Summary tab to view an AI-generated overview of the aggregated data.
The summary will highlight that all four purchase orders align perfectly, with consistent SKUs, unit prices, and quantities. This allows you to confirm that all vendors meet your requirements seamlessly.
Comparison View: Switch to the Comparison tab to explore a detailed aggregation of data.
For instance, quantities across all purchase orders will be summed up, and unit prices will be consistent. This ensures a holistic view of aligned details, helping you validate accuracy and simplify decision-making.
In both the Comparison and Detailed Comparison tabs, you can expand the view for a clearer side-by-side review of document details.
Simply click the arrow icon located on the right side of the viewer. This collapses the document viewer, allowing the comparison table to fully utilize the screen space for a more detailed and focused analysis.
Expand or collapse the view anytime based on your analysis needs!
Detailed Comparison View: Dive deeper by navigating to the Detailed Comparison tab.
Here, every field—SKU, Description, Quantity, Unit Price, Total Price, and more—is laid out in a structured format, showing the aggregated data side by side. This level of granularity helps ensure no discrepancies are overlooked before finalizing transactions.