Invoice modulesSpecifying the field format for invoice profiles
Note that this information applies to the fields used with invoice profiles (more information). Fields are also used when preparing document specifications (more information).
You can specify the field format for all fields (excluding logo identifiers). This can be done on the field profile level and the field definition level:
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For field profiles (single item and line item fields), these settings are found in the settings of the dialog.
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For single item field definitions, these settings can be found in the dialog (field format) and in the dialog (format specification).
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For line item field definitions, these settings are found in the settings of the dialog.
With the exception of for date fields, you do not need to adjust these settings for date and amount fields because the specification is filled in automatically.
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For regular fields, select all of the character types that can appear in the field:
Numeric
For numbers
Alpha, uppercase
For uppercase letters
Alpha, lowercase
For lowercase letters
For characters such as commas and periods
Space
For blanks
Normally, spaces and special characters are ignored and do not need to be specified in the format string. When is selected, the program expects these characters to be represented in the specification in the box.
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Specify a format string in the box:
For regular fields, type a precise format string that describes the characters that are allowed and the field length.
For date fields, leave the box blank or type a format string for dates.
The system removes all special characters from SupplerVATRegistrationNumber fields, regardless of the format specification.
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Select a for date fields. This tells the system which month names to look for when extracting dates.
If there are problems with field extraction, try to improve the format specification. This can help a lot. If a field has a well-defined format that is the same on all invoices (or on all invoices from a supplier), define a precise format string.
If an Invoice Verify operator tries to approve a field value on an invoice that does not match the format specification or the validation settings, a warning message is displayed, asking the operator to confirm or change the value. The operator can approve a value that does not match the format specification and/or validation settings.