edoc invoice Administration Guide
edoc invoice Administration Guide
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Configure "Invoice Reader (d.3)" for all companies

If you have selected the component d.velop document reader / index plus under Settings > Server settings in the section Interfaces under Invoice Reader, Invoice Reader (d.3) is available under Settings in the sidebar.

You can configure a master data export to the d.velop document reader database under Invoice Reader (d.3).

Here's how

  1. Enter the following data in the section Master data export to Invoice Reader database:

    1. Type: Select the corresponding SQL database.

    2. Host: Enter the connection address (e.g. IP address or base address) of the server with the database.

    3. Port: Enter the port number at which the database server can be reached.

    4. Instance: Enter the name of the instance of the database if you have several database instances in your organization. If you are using the Firebird open source database, the entry Instance automatically changes to Role.

    5. User: Enter the database user who has the corresponding permissions.

    6. Password: Enter the password of the database user.

    7. Database name: Enter the name of the database.

    8. Export interval: Select a time interval.

  2. Click on Save in the ribbon.

  3. Click on Export now in the ribbon to export the data to the d.velop document reader database immediately. The Export status section gives you an overview of the details per master data.

You can check and filter the attributes imported by d.velop document reader for the individual documents.

In the sections Header data, Amounts, Amounts (Net), Responsibility, Control fields (only for the ERP system Infor), Invoice lines, Additional information for purchase order lines you can check, change and complete the attributes transferred by d.velop document reader.

Once you have entered all the data, test the connection to the database by clicking on Test database in the ribbon.


See also