Adding a table 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 table field profile to an invoice profile. An invoice profile can have more than one table field profile, but no more than one of each type.

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 and select Add table field. The Table field profile dialog is displayed.

4. Type a name for the table in the Name box.

5. Select table type from the Type box.

   Note: Your selection is important. The three types of tables are quite different from each other and work differently:

   • Normal line item tables can be optimized (instructions).

   • Tax tables can also be optimized, but differently (instructions).

   • Bank account tables, too, can be optimized (instructions). In addition, you can use DCL to extract German bank account numbers.

6. Adjust the Table owner setting if necessary. This setting can only be changed for bank account tables.

7. Click OK to save the table field profile.

8. Right-click the table field profile and select Add table column. The Line item field profile dialog is displayed. (See separate instructions for multiple tax rate handling.)

9. Adjust the General settings and the Interpretation settings.

10. Click OK to save your changes.

11. Save the invoice profile.

Related topics

Adding a single item field profile

Adding a barcode field profile

Field profiles for invoices: Overview