Purchase Order tab - Properties of Vendor Locator window

Vendor Locator icon The Vendor Locator detects and evaluates the vendor information from an invoice using results from a Database Locator combined with the results of other locators. The results provide information such as vendor ID, name, address, VAT ID, banking details and purchase order numbers, enabling the Vendor Locator to match them with database records and identify the vendor with a high level of confidence.

In case the Database Locator selected on the General tab could not find the correct vendor record, the purchase order number can be used to perform a database lookup against the purchase order database to identify the vendor.

This is only possible if database access to an up-to-date purchase order database is available and if the current document contains a valid purchase order number. The Vendor Locator creates a new alternative only with the company code and the vendor ID fields filled if no other alternative for the same vendor ID exist before. The input confidence of the purchase order number alternative is used as confidence of this result.

Purchase Order Database

This group has the following settings:

Purchase order database

Select a database from the list to enable purchase order lookups for vendor detection. (Default: none)

Assign one or more database columns to the predefined fields

Select a database column for the predefined fields so that the Vendor Locator knows what column values to use for comparison with the additional input locators.

Purchase Order Locator

This group has the following settings:

Input locator

Select an input locator from the list that is used to extract the purchase order number. (Default: none)

Formatter

Select a formatter from the list that is used to format the purchase order number. (Default: none)

Minimum confidence required to use input locator results

Type a value or use the arrows to adjust the minimum confidence needed for this locator to return a purchase order number result. (Default: 70)

Add this confidence reward if the purchase order matches

Type a value or use the arrows to adjust the reward added to the confidence of a purchase order alternative if it matches. (Default: 10)

Subtract this confidence penalty if the purchase order does not match

Type a value or use the arrows to adjust the penalty that is subtracted from a purchase order alternative if it does not match. (Default: 10)

The following buttons are available at the bottom of this window:

Button

Description

Close

Closes the window and saves your changes.

Test icon   Test

Tests the locator settings. The results are displayed on the Test Results tab that is displayed automatically when you click this button.

Depending on the locator method, this button may have additional modes if the locator uses other locators as input.

Help icon  Help

Displays the help for the open window.