Batch class configuration

This topic describes the configurations done at the batch class level which can be updated by the administrator as necessary.

  1. Go to Document Type > Invoice-Table > Index Fields. Make sure that the following document level index fields are present in the Batch Class.
    • PO Number: This field is required to retrieve Purchase Order results from the database. If this field is not configured in the Batch Class, the application cannot proceed further. It is a mandatory field.

    • Comment: This field helps users to add any comment in the Batch.xml in case no PO match is found. It is a mandatory field.

    • Line Items Matched: This field is reflected on the LIM screen as a check box. It shows whether the line items are matched or not. Configure it as a Read-only field in the additional configuration and field type as Checkbox. The validation Pattern should have the value True or False.

  2. Go to Document Type > Invoice-Table > Table Columns. Make sure that the following columns are present in the data table.
    • Quantity: This column is required for applying two-way-matching algorithm. It is a mandatory field.

    • Unit Price: This column is required for applying two-way-matching algorithm. It is a mandatory field.

    • PO Line: This column is updated based on the matched PO line items. It is a mandatory field.

    All the other fields and columns are optional.