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).
There are different options available for edoc document reader and edoc document reader (Legacy). Some of the options are only available for edoc document reader (Legacy).
Under Configuration, you can use the following settings for edoc document reader and edoc document reader (Legacy):
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Verify purchase order number: When this option is enabled, recognized purchase order numbers are compared with information from the edoc documents database. Only if a matching purchase order number is found will the order number be transferred to the capture form in edoc invoice, and the invoice will be classified as an order-related invoice. This feature is based on the ValidateOrderNumbers parameter.
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Transfer all line item data (invoice without order reference): 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): 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
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 following options under Configuration apply only to edoc document reader (Legacy):
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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 documents 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.
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.