Invoice Group Locator
The
Invoice Group Locator returns fields related to an invoice header.
The locator includes the following predefined subfields:
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InvoiceNumber
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InvoiceDate
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CustomerID
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VatID
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VendorName
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VendorID
The locator can extract Invoice Number, InvoiceDate, CustomerID and VATID from a document.
The locator does not extract VendorName and VendorID from a document. For specific learning, these subfields are stored with layout information; for generic learning, these subfields provide no values.
If your Extraction Set contains two documents with conflicting content for the Vendor name, all results for this field appear in the Vendor Name field the next time a document for that vendor is displayed. This happens because the value for this field is manually entered or derived from an external source. These types of conflicts are not always easy to resolve. As a result, all available values from the training documents appear in the Vendor field delimited by semicolons.
For example, the Extraction Set includes two documents for a "Tulip" invoice. One has the vendor name "Tulip" and the other has the name "tulip." Since these vendor names differ, both results are returned the next time a Tulip Invoice is processed. The field shows the name as "Tulip; tulip." To prevent this from happening, perform routine reviews of your Extraction Set and eliminate conflicting vendor entries.
Manage an Invoice Group Locator as follows:
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Define the training type
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Define the weak keywords
The extraction type of an Invoice Group Locator is "group" which means this locator has multiple subfields. When the locator is first added a fixed set of subfields is created automatically. You cannot add new subfields, remove, or rename any of the existing subfields. Use the individual subfield links to create fields or use the Create and Assign Fields button to create all at once. You can configure the locator at any time, even after fields are created and assigned.
The Properties of Invoice Group Locator window has the following tabs:
Related topics: