Test Results tab - Properties of Line Item Matching Locator window

Line Item Matching Locator icon The Line Item Matching Locator uses processed documents along with information from your back-end enterprise resource planning (ERP) system to extract and match line items on an invoice or invoice-related document. This locator method uses technology that integrates a back-extraction feature that automatically extracts and matches invoice line items with purchase order data.

This locator method uses input from other locators and provides an advanced testing mode. The default Test button changes, and you can choose among different test execution modes. For details about the different modes and how to use them, see test execution modes.

When Test is clicked at the bottom of the properties window, the Test Results tab is displayed showing the line items extracted.

If the test document is displayed within the Document Viewer (table mode), different table highlighting modes are provided. You can switch among the different modes by clicking the corresponding button.

Test Results Vertical Toolbar

Setting

Name and Description

All Cells icon

All Cells

If the test document is displayed within the Document Viewer (table mode) it highlights each cell individually in the viewer.

All Rows icon

All Rows

If the test document is displayed within the Document Viewer (table mode) it highlights each line item separately in the viewer. This is the default display mode.

All Columns icon

All Columns

If the test document is displayed within the Document Viewer (table mode) it highlights each column separately in the viewer.

Contrasted Highlighting icon

Contrasted highlighting

If the test document is displayed within the Document Viewer (table mode) it highlighted values with or without a black border around them in the viewer.

You can test this locator in the same way as a Table Locator.

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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