Microsoft Dynamics 365 Business Central Functional Consultant — Question 19

A company uses Dynamics 365 Business Central for their receivables.
The company wants to mark any automatically matched payments to open invoices as not requiring a review if they match the highest degree of confidence that the two transactions are a match.
You need to configure payment matching rules.
Which three criteria should you configure? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

Answer options

• A. Statement amount
• B. Account number
• C. Related-party fields
• D. Transaction date
• E. Transaction text

Correct answer: A, C, E

Explanation

The correct criteria—Statement amount, Related-party fields, and Transaction text—are key for verifying the accuracy of payment matches. Statement amount ensures the financial amounts correspond, Related-party fields verify the involved accounts, and Transaction text checks for consistency in the transaction descriptions. Options B and D, while important for other aspects, do not contribute to the confidence level of payment matching as directly as the selected criteria.