What is the correct method to match multiple transactions to a single order using Order Management?

The correct method for matching multiple transactions to a single order using Order Management involves searching for and selecting one transaction at a time, and then clicking “Match All to Order.” This approach allows users to carefully review each transaction as they pair it with the relevant order, ensuring accuracy in the matching process. It provides the flexibility to confirm that each transaction aligns correctly with the order details before finalizing the matches.

This method is particularly effective when dealing with a large volume of transactions because it reduces the likelihood of errors that can arise from bulk processing. By taking a step-by-step approach, individuals can also resolve any discrepancies that may occur during the matching process, facilitating proper reconciliation between orders and transactions.

In contrast, searching for all transactions at once may lead to overwhelming data management and potential oversights, while matching from the order summary page might not provide enough context for individual transaction details. Uploading a list of transactions for matching could also introduce risks without prior validation, such as mismatches or missing data. Each scenario underlines the importance of a thorough and careful matching process to ensure accurate order and transaction management.