Adding a barcode field profile

Note that this information applies to the fields used with invoice profiles (more information). Fields are also used when preparing document specifications (more information).

Use this procedure to add a barcode field profile to an invoice profile.

The invoice profile must be inactive. See important information if you are changing an invoice profile that is used in production.

1. Using the Invoice Manager module, click the Invoice profiles object bar.

2. Double-click the invoice profile to open it and display its components.

3. Right-click the Field profiles folder under the invoice profile you are working with and select Add barcode field. The Barcode field profile dialog is displayed.

4. Type a name for the field profile in the Name box.

5. Select a field type (normally Barcode).

6. Select one of the supported barcode types.

   Or, select All when more than one type of one-dimensional barcode (not Postnet or BP04) is used on the same invoice. In this case the system checks which type of barcode it is upon extraction.

   Note about All: Extraction will be slower than if you select a single barcode type. Also, it is not possible to find out after extraction (for example in the output) what type of barcode was extracted.

7. Specify the field format, including the format string that describes the characters that are allowed and the field length.

   Note: The format specification is not used to extract the barcode. It is used as an extra check after extraction.

8. Adjust the Placement and Options settings. You can accept the default settings now and change the settings later when you test the invoice profile. Or, you can review the settings and change them now as required to complete this field profile.

9. Click OK to save the field profile.

10. Save the invoice profile.

Related topics

Adding a single item field profile

Adding a table field profile

Field profiles for invoices: Overview

Editing or viewing a field profile