You can make various settings in edoc invoice 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).
Various options for edoc document reader and edoc document reader (Legacy)
Some settings apply only to edoc document reader (Legacy).
The following options are available for edoc document reader and edoc document reader (Legacy):
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Transfer all line item data (invoice without order reference)
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Transfer all line item data (invoice for goods)
Under Configuration, you have the following settings available:
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Verify purchase order number: Applies only in conjunction with edoc document reader (Legacy). 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: Applies only in conjunction with edoc document reader (Legacy). 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: Applies only in conjunction with edoc document reader (Legacy). 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): Applies in conjunction with edoc document reader and edoc document reader (Legacy). When this option is activated, the line items are displayed in the capture form in edoc invoice even if no match could be found in the database. Applies only to invoices without purchase order reference.
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Transfer all line item data (invoice for goods): Applies in conjunction with edoc document reader and edoc document reader (Legacy). When this option is activated, the purchase order lines are displayed in the edoc invoice capture form even if no match could be found in the database. Applies only to invoices with purchase order reference.
Things to know
Recognized line item data is highlighted in color in the PDF document's document view, regardless of whether you activate or deactivate the Trasnfer all line item data option.
If you deactivate the Transfer all line item data option, line item data that could not be matched with the master data will simply be highlighted in the PDF document. In this case, your users will need to copy the line item data into the capture form.
The additional settings for company and vendor recognition apply to edoc document reader (Legacy) and are not used by edoc document reader.
For further information about the settings for the Invoice Reader, see the edoc invoice administration guide.