Document Type tab - Properties of Amount Group Locator window
The
Amount Group Locator works in partnership with the
Invoice Group Locator and the
Order Group Locator. The Amount Group Locator contains all of the fields that are related to, or make
up, the total amount of an invoice. Not all of these fields need to be present on the document. Instead the system internally
determines what fields are present, and all validations are based on the fields that are actually used.
By default, most of the settings on the Document Type tab are disabled. This tab has the following settings:
- Enable
-
By default, this is the only enabled setting on this tab. Selecting this setting enables the other fields so that you can add keywords to help identify the correct document class. (Default: Cleared)
- Keywords
-
This group is disabled unless the previous Enable setting is selected. This group has the following settings:
- Invoice
-
Type or edit the keyword present on documents that identify them as invoices. (Default: Invoice)
- Credit
-
Type or edit the keyword present on documents that identify them as credit notes. (Default: Credit)
- Unknown
-
Type or edit the keyword present on documents that identify them as neither invoices nor credit notes. (Default: ~)
- Min. confidence
-
Type a value or use the slider to adjust the minimum confidence needed for an alternative to be returned. (Default: 50)
You can manage your keywords using the following buttons:
-
Add
-
Adds an editable keyword to the table that you can update as required.
-
Delete
-
Removes the selected keyword.
The following buttons are available at the bottom of this window:
|
Button |
Description |
|---|---|
| Close |
Closes the window and saves your changes. |
|
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. |
|
|
Displays the help for the open window. |