Invoice modules
Optimizing complex line item tables
FYI: DOCUMENTS INI File Help links to this topic by name.
There are separate instructions for optimizing simple line item tables, optimizing bank account tables, and optimizing tax tables.
The system can extract data from complex line item tables containing sub-headers, such as those typically found on purchase order invoices that cover two or more purchase orders.
Optimization is often required the first time a new invoice with sub-headers enters the system. Use the procedure described below.
If a line item table appears on multiple invoice pages, optimize the table on the first page it appears on.
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Define the line item template as usual, and include the sub-header as one of the line item fields.
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In the dialog, right-click the sub-header field and select . ( See Examples of sub-headers if you need help finding an appropriate sub-header.)
Note
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Sub-headers are not extracted. They are only reference points.
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You can also define complex line item tables in Invoice Verify. To do this,
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The German country profile can also automatically extract complex line item tables without optimization or assistance from the Invoice Verify operator. To make use of this feature, specify the DCL file,
Tips for optimizing line item tables
When to define more line items