You can make various settings in edoc workplace for edoc document reader.
You can access your company's settings in edoc invoice by clicking on edoc invoice > Settings > Company settings in the sidebar. Select the company and then Invoice Reader (edoc).
You have the following setting options:
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Verify purchase order number: When this option is activated, purchase order numbers found are compared with information from the edoc document service database. The function is based on the ValidateOrderNumbers parameter.
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Verify packing slip number: When this option is activated, the packing slip numbers found are compared with information from the edoc document service database. The function is based on the ValidateDeliveryNotes parameter.
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Recognize purchase order lines: When this option is activated, the purchase order lines are automatically recognized. The function is based on the PositionRecognitionActive parameter.
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Transfer all line item data (invoice without order reference): By activating this option, the purchase order lines are sent to edoc invoice even if no comparison could be made in the database. The purchase order lines are highlighted in color in the PDF document. The fields for the posting text and the total amount (net) of each purchase order line are framed. Only applies to invoices without a purchase order reference.
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Transfer all line item data (invoice for goods): By activating this option, the purchase order lines are sent to edoc invoice even if no comparison could be made in the database. The purchase order lines are highlighted in color in the PDF document. The fields for the posting text and the total amount (net) of each purchase order line are framed. Only applies to invoices with a purchase order reference.
Things to know
If you activate the transmission of all line item data, this data is highlighted in the PDF document (invoice). Despite the highlighting, the data is not automatically transferred to the edoc invoice capture form, as it could not be compared with the master data. In this case, your users must transfer the line item data to the capture form.
The following functions are also available to you:
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Company recognition | Search words incl. regex: If you want to search for the company using various regular expressions (Regex), you can set these here. The company recognition primarily uses this list and uses alternative company names and invoice addresses secondarily.
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Company identification | Alternative company name: If there are several companies or company names, you can enter them here. An invoice is assigned to the correct company based on this list.
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Company identification | Billing addresses: If invoices are addressed to different addresses of the company, you can enter these addresses here. The company with the respective address is thus correctly assigned based on the addressee on the invoice.
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Vendor identification | Exclude list tax number: If you want to ignore certain VAT IDs, use the exclude list. The function is based on the BlacklistVatIds parameter.
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Vendor identification | Exclude list sales tax ID: If you want to ignore certain VAT IDs, use the exclude list. The function is based on the BlacklistTaxIds parameter.
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Vendor identification | Exclude list vendor number: This function is not used by edoc document reader.
For further information about the settings for the Invoice Reader, see the edoc invoice administration guide.
See also