To match a transaction to an order in Transaction Management, what steps should be followed?

The correct procedure for matching a transaction to an order in Transaction Management is to first search and select the transaction, then select the corresponding order, followed by clicking the "Match to Transaction" option. This method ensures that you are accurately identifying and pairing the specific transaction with the correct order, which is crucial for maintaining accurate records and ensuring the integrity of the accounting process.

By searching for and selecting the transaction first, you are given the opportunity to review the details of that transaction thoroughly before associating it with an order. This step minimizes the risk of errors that could arise from mismatches. Additionally, following this sequence allows you to have a clear and logical workflow, which is essential in transaction management for efficient and effective processing.

The other steps may not provide the structured approach necessary for accurate matching. For example, selecting the order before the transaction could lead to confusion or errors, as the context of the transaction might not be fully understood. Automatically matching transactions without careful review may overlook discrepancies that need attention. Similarly, relying on a batch process for matching may not always yield the best results for individual transactions that require specific attention or could exhibit unique issues that batch processing isn't designed to handle effectively.