Configure Invoice Processing to use custom extraction logic
Use the procedure in this topic to configure Invoice Processing to use your custom extraction logic.
Now that you have custom fields and locators it is necessary to configure Tungsten AP Agility to use that custom extraction logic for Invoice Processing.
Before you begin
Before you can configure Invoice Processing to use your custom extraction logic, a custom logic must already exist.
Procedure
- Launch Tungsten AP Agility.
-
Navigate to
for the appropriate organization.
The Field Settings for the selected capture profile are displayed.
-
Below the list of fields, select
Add.
The Field Settings window is displayed so that you can add a new field.
- From the Field Name list, select your custom field.
- Edit the other field settings as required and then select Save.
- If not already done, select Activate to turn on this field.
-
To ensure that the new field is included in your XML export, navigate to
for the appropriate organization and update the
XML output as required.
-
Navigate to the
Header Table tab and select
Add.
The XML Header Mapping window is displayed.
- From the Field Name list, select your custom field.
- In the XML Tag field, enter an XML tag that is replaced with the value of the custom field on export.
-
Select
Save.
The newly added field and corresponding XML tag is added to the list of XML Header Mappings.
-
Navigate to the
Header Table tab and select
Add.
-
Optional. Add additional fields to the XML export.
Tungsten AP Agility is now configured to use the custom extraction logic. The next step is to update the Invoice Processing validation form so that it includes your new custom extraction logic.