So that your users can see and, if necessary, edit the relevant fields for an invoice, you must configure these fields under Settings > Capture form > Header fields. You can define additional fields to the standard fields if required.
Clarify in advance with the parties involved which additional fields are to be used for an invoice.
You can define the following settings in the table for the header fields for each field:
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Column ID: Displays the ID for a column. If you define additional fields for an invoice, you can enter any ID.
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Column title: Displays the name of the field in an invoice.
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Standard field: Indicates with a tick which fields are available by default.
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Field format: Select the appropriate format for the field by clicking in the field. You can select the following formats: Selection list, Autocomplete, Suggestion list, Date field, Text, Currency and Checkbox. Under Details per line, you can configure further details in addition to the Date field format.
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Access: Specify whether your users should be able to edit the field (Write access) or only view it (Read access).
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Visibility: Define whether the field for an invoice should be displayed (Visible) or not displayed (Hidden).
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Invoice category: Specify the invoice category in which the field is displayed. You can choose between All categories, Invoice without order reference and Invoice for goods.
Once you have defined the settings, click on Save in the ribbon.
You can define the values for the field formats Selection list, Autocomplete and Suggestion list under Capture form > Value sets. Once you have created the value sets, you can define the value set for the field for each header field under Details on the Capture form > Header fields page.
The column ID (e.g. costCenter) must match the key of the value set under Capture form > Value sets so that your users can select the desired values. You must link the column ID with the correct value set.
Translate header fields
You can translate your organization-specific fields into other languages in edoc language service.
Recommendation (best practice for translations)
If you want to add new header fields and line item columns in the administration and translate them later, be sure to select German as the display language and enter the text in German.
Always add new header fields and line item columns in the edoc invoice administration first. The same applies to changing fields or columns.
Make a note of the new entries in the administration and, if applicable, the context.
In edoc language service you will find the new or updated entries. Enter the translation in the appropriate language.
If you add a header field or a line item column in edoc invoice or change texts, you can then enter translations for the new texts in edoc language service.
Translations are already available for standard fields. However, if you change a standard field, you cannot undo the change and must always add the translations in edoc language service.
If you change the text of a header field, for example, the standard text is overwritten and an ID (translation key) is created.
For more information about translating header fields and line item columns, see: Translate new and changed header fields and line item columns
See also