To access this dialog: Start an Optimize session.
This dialog is displayed when you optimize invoice definitions. It displays information about the current invoice definition. Use this dialog to adjust supplier information and to select the fields you want to adjust using the Field learning dialog.
Note: The name of this dialog is hidden if the dialog is docked (as it is by default).
| Supplier | Specifies the supplier. |
| Description | Specifies the description. |
| Supplier number | Displays the Suppliers dialog. |
| Corporate group ID | Displays the value found for the corporate group ID in master data if used. |
| Location | Displays the value found in master data for the location of the corporate group, if used. |
Displays the identification number for the associated invoice definition. |
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| Approve | Confirms changes you make to the invoice definition. |
| Close | Closes the current invoice definition. |
| Skip | Skips the current invoice definition when in an optimize session. |
Settings |
Displays the Invoice definition dialog. |
Data objects |
Lists the fields that are defined in the invoice profile. For each field, you can see its:
Click a field to display its settings in the Field learning dialog. |
| Status | Displays the invoice definition status. |
| Type | Either XML (for XML invoices) or Paper (for all non-XML invoices, for example scanned or imported images). |
Optimizing complex line item tables
Optimizing bank account tables