Banking Details 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.

Banking Details

The banking details 1-4 groups have the following settings:

Input locator

Select an input locator from the list that is used to extract the banking details. The best practice is to use a standard locator, such as the Format Locator. The Input Locator list shows all locators that are defined above the current Vendor Locator. (Default: none)

Formatter

Select a formatter from the list that is used to format the banking details. (Default: none)

Database column

Select the database column from the list that is matched to the results of the selected locator. Be sure to select the relevant database column. (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 the banking details result. (Default: 70)

Add this confidence reward if the banking details match

Type a value or use the arrows to adjust the reward added to the confidence of a banking details alternative if it matches. (Default: 15)

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.

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