To enable your users to view and, if necessary, edit the line item data for an invoice, you must configure these fields under Settings > Capture form > Line item columns. You can add further columns to the line item data if required. You can also change the details of the standard fields (columns in the line item data).
Clarify in advance with the parties involved which additional line item data should be used for an invoice.
Things to know
The line item columns are also displayed in the workflow protocol in edoc documents once the workflow has been completed.
You can define the following settings in the table for the line item data:
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Column ID: Displays the ID for a column. If you define additional columns for the line item data of an invoice, you can enter any ID.
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Column title: Displays the name of the column in the line item data.
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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: Autocomplete, Suggestion list, Text, Currency.
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Max. characters: For the Text field format, define the maximum number of characters that the corresponding field may have. If you do not enter a value, there is no limit to the number.
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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 column for an invoice should be displayed (Visible) or not displayed (Hidden).
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Value set: Select the appropriate value set.
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Column width: Define how wide the column in the table under Line item data may be. The size of the columns adapts dynamically to the entire view by default. The default value is 15. If you do not specify a value, the default value for the column width is automatically applied. The more columns you have, the smaller the column width will be. The number you enter reflects the relative column width to all other columns. If two columns have the same value, e.g. 20, the columns are the same size.
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Invoice category: Specify which invoice category is displayed in the column. You can choose between All categories, Invoice without order reference and Invoice for goods.
You can define the values for the Autocomplete and Suggestion list field formats under Capture form > Value sets. Once you have created the value sets, you can define the value set for the field for each column on the Capture form > Line item columns 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.
Once you have defined the settings, click on Save in the ribbon.
Translate line item columns
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