Adjusting the sender, sender number, and description

When you verify or optimize a document, the sender, sender number, and description are displayed in their respective boxes.

If sender number and description are not displayed, and you cannot change the sender, see other instructions. Otherwise, use one of the procedures below when the sender is incorrect:

• If a sender registry is used, and Entrance is uncertain if the sender is correct for any reason (more than one sender can be matched to the document, or it is the first time a sender is seen in the system, for examples), a yellow triangular icon is displayed next to the box. When you click the box, all matching candidates are listed in the pane directly under the Sender box. In addition, the complete information for the currently selected sender is found in the bottom pane in the window. Verify the sender using the information in the document image and select the correct one in the list and press Enter.
• If a sender is not listed in the Sender box (or if you want to check against all senders that belong to the selected receiver), you can simply start typing desired characters into the box.
• • If a sender registry is used, a list of all senders for which the entered characters match (in any of the displayed columns), is displayed. Configuring sender information columns that are displayed in Verify.
  • If the document is matched against document definitions, the names of all definitions that match the entered characters are displayed.

• If the sender already exists, you can select the sender from the list and press Enter. If the program finds that there is more than one variant for the sender in the system, the Select layout dialog displays a list of those variants and asks you to select the correct one. When you make your choice and click OK, Entrance then asks you if you want to reinterpret the document according to this sender.

• • If you click Yes, the document is reinterpreted according to the selected sender’s document definition.

  • If you click No, the document is only connected to the document definition.

In both cases, any changes you make to the document affect the document definition.

• If this is a new document from a new sender, a new document definition is created from this document and saved with the name you enter in the Sender box. If master data is used in this situation, you can type in <New sender> or click the New sender button on the bottom of the window.

• If the document is from a one-time vendor, you can either type <One-time sender> in the Sender box, or you can click the One-time sender button on the bottom of the window.

Important

If you change the sender in Verify, you must select the Reinterpret option in order for the document to be reinterpreted against the document definition of the new sender.

• If you are using a Verify job, select that setting in the Control settings.

• If you are using an inbox, select that setting in the Edit inbox folders dialog.

Related topics

How the sender, sender number, and description values are used

A sender is blocked