Template Card

Enhancements on the template card

The template card received a few options that can be configured to change the validation of a document and automatically find purchase order numbers on a document.

Options on the template card

First Tab

Second Tab

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Automatic PO search

This function can be useful if e.g. a vendor is sending purchase invoices with references to purchase order numbers in several invoice lines but a line recognition is actually not needed.

If you enable "Automatic PO search" the system will use the filter string of the field "Automatic PO search filter" (e.g. PO?????? to find PO125200). All PO numbers that have been found in the vendor's invoice will then be concatenated in a comma separated string that can be used for order matching purposes:

String with identified PO numbers

Line validation type

Once enabled the system will to a different check if a line is valid. The normal check assumes that it is mandatory to find all default line fields to have a valid line. These fields are: No, Description, Qty., Unit Price and Line Amount.

If you change the line validation type to "Advanced Line Recognition" an invoice line is valid as long as all fields that are marked as required can be found on a document.

Validate Line Totals

Can be used to disable to validation of line totals against the invoice net amount. This is useful in certain situations and couldn't be configured as the field was not shown on the template card. It will be removed, once the option is available by default.

Action to copy a field configuration to another template

The user can now copy the configuration of a selected template field to any other template by using the below marked action:

Copy a field configuration to another template

When using this action the user will be asked to select the target template of the field. Once the field has successfully been copied into the selected template the user will be asked if the target template card should be opened.