You can specify for a company under Settings > Capture form > Duplicate check that duplicates are identified in the capture form using certain fields. Your users will then see potential duplicates as soon as they open the document in the data capture form.
The criteria for the duplicate check are based on the values of the properties (header fields) that you configure for the duplicate check.
Clarify in advance with the parties involved which fields of a document are to be used for the duplicate check.
How the verification logic works
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AND link in a line: The duplicate check checks the specified properties of a document per line as an AND link. You can specify a maximum of three properties. Result: A document is recognized as a duplicate if the data of all fields in a row match.
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OR link between multiple rows: If you configure multiple rows in the duplicate check, the values between the rows are checked as an OR link. Result: A document is recognized as a duplicate if the data of all fields in at least one line match.
Assume that documents should always be recognized as duplicates if the external invoice number and the invoice type or the vendor number and internal invoice number.
Here's how
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Under Duplicate check, select the property for the external invoice number from the drop-down menu in the Property 1 field and the property for the invoice type in the Property 2 field.
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In the second line, select the property for the vendor number from the drop-down menu in the Property 1 field and the property for the internal invoice number in the Property 2 field.
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Click on Save in the ribbon.
You can add more rows or delete individual rows if necessary by clicking on the three dots and then clicking on Delete row.