General 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.

The General tab of the Vendor Locator is used to select a Database Locator as well as a database for excluded addresses and three input locators.

Required Settings

This group has the following settings:

Database locator

Select a Database Locator from the list that contains your vendor information. (Default: none)

If you do not select a Database Locator the Vendor Locator is disabled.

Assign one or more database columns to the predefined fields

Select a database column for the predefined fields so that the Vendor Locator knows what column values to use for comparison with the additional input locators.

If you do not assign database columns to predefined fields, you cannot proceed using results from other input locators.

Address Exclusion Database

This group has the following settings:

Database

Select a database from the list that contains records of addresses that you want to reject as candidates for vendor detection. The corresponding database records of the Vendor database and the Address Exclusion database are compared and if there is a match for the Vendor ID, the corresponding address is eliminated. (Default: none)

Ensure that the address exclusion database contains complete records for the Vendor ID, to achieve successful matching.

Assign one or more database columns to the predefined fields

Select a database column for the predefined fields so that the Vendor Locator knows what column values to use for comparison with the input locators.

Company Code Detection

This group has the following settings:

Input locator

Select an input locator from the list that is used to extract the company code. (Default: none)

Formatter

Select a formatter from the list that is used to format the company code. (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 a company code result. (Default: 70)

Add this confidence reward if the company code matches

Type a value or use the arrows to adjust the reward added to the confidence of a company code alternative if it matches. (Default: 10)

Subtract this confidence penalty if the company code does not match

Type a value or use the arrows to adjust the penalty that is subtracted from a company code alternative if it does not match. (Default: none)

Tax ID/VAT ID Detection

This group has the following settings:

Input locator

Select an input locator from the list that is used to extract the Tax ID/VAT ID. (Default: none)

Formatter

Select a formatter from the list that is used to format the Tax ID/VAT ID.

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 a Tax ID/VAT ID result. (Default: 70)

Add this confidence reward if the Tax ID/VAT ID matches

Type a value or use the arrows to adjust the reward added to the confidence of a Tax ID/VAT ID alternative if it matches. (Default: 10)

Subtract this confidence penalty if the Tax ID/VAT ID does not match

Type a value or use the arrows to adjust the penalty that is subtracted from a Tax ID/VAT ID alternative if it does not match. (Default: 10)

Vendor ID Detection (Invoice Group Locator)

This group has the following settings:

Input locator

Select an input locator from the list that is used to extract the Vendor ID.

Add this confidence reward if the vendor ID matches

Type a value or use the arrows to adjust the reward added to the confidence of a Vendor ID alternative if it matches. (Default: 10)

Subtract this confidence penalty if the vendor ID does not match

Type a value or use the arrows to adjust the penalty that is subtracted from a Vendor ID alternative if it does not match. (Default: 10)

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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