The XML Mapper: Overview

Note: For an XML invoice to be found in Optimize, the job in COLLECTOR must be configured to automatically save invoices from new suppliers to Optimize directly, OR you must select Invoice > Save to Optimize during verification.

Use it while optimizing XML invoices to manually map desired invoice fields with the correct corresponding values found in the XML files when they cannot be found automatically. Once this is done, subsequent invoices that are received from the same supplier can then be processed automatically.

Note: COLLECTOR by ReadSoft must be installed (separately) to be able to process XML invoices.

The XML Mapper is divided into two sections:

Image, XML, and Field mapping rules tabs (left pane)

Image tab (PDF image of the invoice) – if you click a field in the right pane for which a value has been matched in the invoice, the corresponding value is highlighted in the image in this tab.

XML tab (the XML code) – if you click a field in the right pane, you can map an XML element in this tab to it by right-clicking the element and selecting Map element value to the selected invoice field: <Name of field selected>. Once a field has been mapped, you can see the path to the specified value in the code by letting the cursor hover over the value in the field box.

Field mapping rules tab

Invoice definition, field, line item, and attachments information (right pane)

Buttons at bottom of mapper window

Save XML profile

Saves any changes to the XML profile that is listed at the top of the window above the tabs (that is, the changes apply to all XML invoice definitions that belong to the profile). Changes in rows that affect the profile as a whole are colored red.

Save XML definition

If the XML definition has not been saved prior to clicking this button, the name of the XML definition (defined by the supplier name) is displayed under the Profile name at the top of the window above the tabs when the button is clicked. Otherwise, clicking this button saves any changes to that definition only (that is, the changes do not affect other XML invoice definitions that belong to the profile). The color of rows that have been changed for this definition only are changed to yellow after the Save XML definition button is clicked.

Extract

Extracts field values as they have been specified in the mapper. It tells you if the changes you made were successful or if you need to make further modifications to extract the values correctly.

Closes the XML Mapper. If you make changes (to the XML profile or the XML definition) without saving them first, you are asked if you want to go back to the mapper to save the changes or if you want to close the mapper without saving the changes.
In addition, if you saved changes, you are asked if you are finished optimizing the XML defintiion. If you click:

Yes - the Optimize column is changed to 0 and you can start using the definition. If there are invoices that belong to this definition that are parked because the definition was being optimized, you need to run the job in Interpret again to process them.
No - the Optimize column remains unchanged (that is, 99). You will need to finish optimizing the definition later in order to be able to process any invoices that may belong to it and are parked because it is being optimized.