Line items: Overview

Line items are a specific form of table field found on invoices. DOCUMENTS can extract and process line item data.

Example

Line item tables on an invoice look like this:

Item No. Quantity Article No. Description Unit Price Amount 1 5 12345 Screwdriver 3.00 15.00 2 2 9876543 Hammer 9.00 18.00 3 50 9876 Nails 0.05 2.50

The above list contains three line items, one for screwdrivers, one for hammers and one for nails.

Extracting line items in a customer order solution

In a customer order solution, DOCUMENTS can extract data in line items if each item is on the same line. It will not work if line items span more than one line, as in this example.

The program contains built-in line item field templates which are necessary for extracting this data. Alternatively, you can create your own table field specification. Then you specify the data to be extracted.

A table field specification contains one or more field specifications. For example, a line item table on an invoice may contain fields for Article Number, Description, Quantity, Unit Price, and so on.

Extracting line items in an invoice solution

In an invoice solution that uses Invoice modules, you will need to add table field profiles for the line item fields. For more information, see:

• Working with line items in an invoice solution

• Line items in an invoice solution: Overview

Related topics

Invoice solutions: Overview