When transferring the data to the accounting system, the interface uses the field configuration to determine what is to be output and in what order. You can adapt the fields that influence the output result to your individual requirements.
On the administration page at <app_path>/admin, you can access the field configuration by clicking on Open field configuration.
You can do the following in the Field configuration section:
-
Get an overview of the output fields and filter.
-
Add new fields.
-
Edit or delete existing fields.
The output fields have the following properties:
-
Type/Table: Shows you which table is being filled or which mapping type is being used.
-
Name: Specifies the field name that corresponds to the column name in the output file.
-
Description: Enter a meaningful description for the field. The description is not exported.
-
Active: The value determines whether the field is exported:
-
The value 1 indicates that the field is exported.
-
The value 0 indicates that the field is excluded from the export.
-
-
Sort order: Determines the sort order. The sort order is only relevant for text-based transfers. You can use a number to determine the order of the transferred fields. The fields are always sorted in ascending order from small to large.
-
Mandatory field: Indicates whether the field is a required field. If a mandatory field is not filled (null, false, or empty string), the transfer stops with an error message.
-
Mapping type: Select which value should be contained in this field. You have the following options:
-
Header data: Is an attribute from the header data of the invoice transferred by edoc invoice. Example: invoice_date (invoice date).
-
Line item data: Is an attribute from an item line of the invoice transferred by edoc invoice. Example: account (G/L account). When transferring to a header line, the value of the first account assignment line is usually transferred.
-
Status data: Is an attribute from the status data of the invoice transferred by edoc invoice. Example: event_id.
-
Fixed value: Is a fixed value that is taken from the mapping details.
-
Standard function: The value of the field is determined using a standard function provided by the interface. An overview of the standard functions can be found in this documentation.
-
Individual function: The value of the field is determined via the function set up for you (customer-specific). For more information about creating customer-specific functions see this documentation.
-
-
Mapping details: In the mapping details, select the exact field or function for the selected mapping type.
-
Data type: You can customize the data type of the value in this field.
-
Data type details: You can make further and more precise specifications for the data types (formatting function). For example, you can select the date format for the date data type (PHP format e.g. d.m.Y for the date format DD.MM.YYYY).
-
Editable: Indicates whether the field can be edited. You can neither change nor delete fields in the standard configuration.