A document can be linked to the correct company using master data matching. For master data matching, all companies saved in edoc invoice are retrieved via the endpoint GET http://<invoice-service>/capture/systeminfo. The saved properties for a company are compared with the company properties specified in the document.
edoc master data matching service determines the company on the basis of several properties. Depending on how unique a property is, it is weighted differently. Further information on the evaluation of properties can be found here: Master data matching methods (edoc master data matching service)
The following properties of a company are relevant for master data matching:
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Company ID: Weighting: high.
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Company name: Weighting: medium.
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Alias names: Weighting: medium. If several aliases have been specified for a company in edoc invoice, the alias with the highest score is preferred.
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Addresses: If several addresses have been specified for a company, the address with the highest score is preferred.
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Street: Weighting: medium.
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Zip code: Weighting: high.
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City: Weighting: medium.
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Country: Weighting: low.
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Purchase order numbers: Weighting: high. All specified purchase order numbers must belong to the same company so that the company can be clearly identified.
If the company has been successfully determined, the following data is written to the properties of the document in edoc documents:
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Company ID
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Company name
Things to know
In order for master data matching to be as successful as possible, sufficient and well-maintained master data must be available. The result of the master data matching also depends on how well the document properties were previously recognized. The more properties are recognized and the more complete the master data is, the more likely a good result is.