Improving receiver identification

There are two ways you can improve receiver identification (and hence the interpretation of invoices):

Add fields to identify receivers

setting in

The default fields used to identify receivers are Name1, Name2, NameSupplement1, NameSupplement2, and VATRegistrationNumber. You can add other fields to this list using the BuyerExtraIdentifierFields setting in Eiglobal.ini. You should only use this setting when you know that the field(s) you add uniquely identify a receiver.

Tip: Be careful if you use fields that have numerical values. Even though they may identify receivers, these values may also be found in other fields in documents for other receivers. For example, the POBox value may be unique for each receiver, but these values may also be found in amount fields. A receiver may have the PO Box "20", but "20" may also appear as amounts or quantities on other documents. In this case, the value for POBox cannot be considered as being unique for documents for different receivers.

Note: When INVOICES finds more than one match based on any of the name fields above, it uses the PObox, Street, StreetSupplement, PostalCode, and City fields to determine the correct receiver. You can also use any of these fields in BuyerExtraIdentifierFields when they uniquely identify a receiver.

Create receiver variations in the master data

You can improve the identification of receivers by creating variations of the receiver entry in the master data. As the receiver name is not always printed and/or spelled the same on every invoice, entries in the master data to cover these variations helps INVOICES to identify the receiver.

For example, consider a fictional German receiver, Häckel und Weiss GmbH. The entry in the master data may be "Häckel und Weiss GmbH". Senders though may write this name differently, such as "Häckel und Weiss", "Haeckel und Weiss GmbH", or use others. The name may also appear as an entity name used internally, such as "Company 1234". If you add these variations to the master data, the receiver is more easily identified when processing documents that contain these different names.

Buyer identification

Fine-tuning interpretation