Invoice modulesField profiles, field definitions, and field types
Note that this information applies to the fields used with invoice profiles. Fields are also used when preparing document specifications (more information).
Field profiles
Field profiles tell the system which fields to look for when new invoices are processed. They also tell how to extract and validate the fields.
Each field profile must be associated with a field type (see below).
You create and edit field profiles using the Invoice Manager module.
Field definitions
Field definitions tell the system where and how to find fields on a unique invoice type and how to extract and validate them.
Invoice definitions and field definitions are normally created by by the system each time a new invoice type is processed. Initially, the field definitions are identical to the corresponding field profiles. However, during optimization you can change the field definitions to agree with the particular features of the invoice type.
Field types
Field types contain basic characteristics that describe a particular kind of field. Field types include InvoiceTotalVatIncludedAmount and InvoiceDate. The system comes with over eighty system field types that cover most kinds of invoices. They make business logic possible. You can edit them or add your own field types.
Field types form the basis of field profiles: Each field profile must be associated with a field type.