Invoice modulesLine items in an invoice solution: Overview
This information applies to "normal" line item fields used with invoice profiles in invoice solutions. These line items fields are found on purchase order invoices and can be used to associate purchased items with a purchase order in your ERP system. Functionally, bank account tables and tax tables also contain line items. However, they are handled somewhat differently and are therefore described separately.
Line item fields as used in customer order solutions are described separately. See Line items: Overview.
Many invoices include a list of items. For example, an invoice for tools that you bought contains a list of tools.
Each line item in the list of items contains the same fields. For example, the fields might be quantity, article number, article description, and price.
A list can contain any number of line items. For example, if you bought one tool, the list contains one line item. If you bought 75 different tools, the list contains 75 line items.
Example
A list on an invoice looks like this:
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The above list contains two line items, one for screwdrivers and one for hammers.
You can use three line item field profiles like these to extract the required information in the list:
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Extracts the quantity of every item in the list. |
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Extracts the article number of every item in the list. |
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Extracts the price of every item in the list. |
What data can be extracted in a list?
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You can extract the same kind of data in a list as in single item fields, for example dates and amounts.
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You can extract data in single-row and multi-row line items.
Single-row line items—each line item in the list is on a single row:
|
5 |
12345 |
Screwdriver |
3.00 |
15.00 |
|
2 |
9876543 |
Hammer |
9.00 |
18.00 |
Multi-row line items—each line item in the list is on two or more rows:
|
5 |
12345 |
|
|
15.00 |
|
|
|
Screwdriver |
3.00 |
|
|
2 |
9876543 |
|
|
18.00 |
|
|
|
Hammer |
9.00 |
|
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You can extract data even when different line items in an invoice have different layouts:
|
5 |
12345 |
Screwdriver |
3.00 |
|
|
|
|
|
|
15.00 |
|
2 |
9876543 |
|
|
|
|
|
|
Hammer |
9.00 |
18.00 |
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You can extract data from complex line item tables that include sub-headers.
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You cannot extract data from two rows as one field:
5
12345
Screwdriver with rubber handle
3.00
15.00
2
9876543
Hammer with rubber handle
9.00
18.00
If you need to extract both of these, they must be defined as separate fields.
To extract the information in a list, define line item fields in a table field profile. Select as the table .
After optimization, the system automatically tries to find and extract the data.
Note
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For each supplier, the list of line items must always start on the same page.
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Normal line item fields can be extracted on both sides (front and back) of all pages.
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The list can extend over any number of invoice pages.
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You can extract data from one list of this type (LineItemTable) per invoice.
Working with line items in an invoice solution
When to define more line items
Tips for optimizing line item tables
Validating line items in an invoice solution