Invoice Header Locator

Invoice Header Locator icon The Invoice Header Locator extracts the most commonly used data from an invoice. Because this locator does not depend on layout, you do not need to classify invoices by supplier and design different extraction schemes for each supplier. This locator method takes results from four other locators. This locator provides numbers, amounts, and dates, and extracts invoice header data, such as the invoice number, order date, total, and tax values.

The Invoice Header Locator locates the following header data:

  • Invoice Number

  • Invoice Date

  • Order Number

  • Order Date

The locator also finds the following amount data:

  • Invoice Total Amount

  • Net Value

  • Tax Amount

  • Tax Rate

  • Currency

The Invoice Header Locator evaluates results from other locators and picks the correct values from the results of these input locators. Define the following format locators before adding the Invoice Header Locator. The Invoice Header Locator needs to reference these format locators.

  • InvoiceNumbers (Format Locator)

  • OrderNumbers (Format Locator)

  • Amounts (Format Locator)

  • Dates (Format Locator)

You do not need to configure keywords or regions, only define the formats. This approach yields many results. Taking the results from these locators, the Invoice Header Locator attempts to pick the optimal combination of values as the final result.

The extraction type of an Invoice Header 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 Header Locator window has the following tabs:

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