Optimizing invoice definitions: Overview

When you optimize an invoice definition, you see the invoice definition image on the screen and you confirm the field proposals or show where the fields are located. The first field that requires optimizing is selected. If you want to adjust a different one, click the field name in the Learning dialog.

You can select any field and see its location, format, and the value that was extracted.

You can confirm the fields that were found and optimize the fields were not found.

You can use the Field learning dialog to change field definition settings:

• Apply background filters.

• Adjust the supplier, supplier number, and description.

• Adjust the invoice definition settings (General, Identification, Currency, and Invoice).

After you optimize each invoice field, and after you specify the supplier, the following happens:

• The invoice definition gets the Learned configuration status and can be used for extracting and verifying the invoices that fit that definition.

• The invoice is ready to be verified.

• A learning invoice is created if none exists.

You can also check invoice identification, if invoices are not being identified as they should be.

Recommended: Create a maintenance plan that automatically deletes unwanted invoice definitions at regular intervals.

Related topics

Which invoice definitions need optimizing?

Starting an Invoice Optimize session

Deleting invoice definitions

What are learning invoices?

Fine-tuning invoice extraction