I am working on customizing the automatic bank reconciliation process in Microsoft Dynamics 365 Business Central (DBC365). Currently, the system matches bank statement lines with ledger entries based on three criteria:
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Amount
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Document No.
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Description
I want to add a 4th matching criterion: External Document No., and I want this criterion to be prioritized over the amount. This means that if the External Document No. matches, the system should consider it a valid match even if the amounts differ. If the External Document No. is empty or does not match, the system should fall back to the default matching logic (amount, document no., and description).
Has anyone successfully implemented a similar customization? If so, could you share your approach or code snippets?
Is there a way to force the system to accept matches based on External Document No. even if the amounts differ?
NB: I am working with DBC365 On-Premise.
Objective: Adding a 4th matching criterion (External Document No.) and prioritizing it over the amount.
I can't find the setup page of auto match.
