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You can manage additional fields in the Document Definition Properties dialog box.

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Open the additional fields settings

1

Open the Document Definition properties

From the main menu of the Document Definition editor, select Document Definition → Document Definition Properties….
2

Open the Document Definition settings

In the dialog box that opens, click the Document Definition Settings tab.
3

Edit the additional fields and features

Click the Edit… button in the Additional Fields and Features group.
The Document Definition Features dialog box opens, offering additional invoice processing options. Each option may involve one or more invoice fields and their associated rules.

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Available additional fields

The Document Definition Features dialog box lists the following additional fields:
  • Due Date
  • Delivery Date
  • Purchaser Name
  • Purchase order matching
  • Line items extraction (your license must allow capturing data from this additional field)
  • GL Coding
  • Prefer variant ID as main identifier in training batch (when the vendor depends on the business unit)
  • Taxes
  • Additional taxes (available if the Taxes option is selected)
Each option in the dialog box is supplied with a description that lists the fields from which to capture data.

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Enable an additional field

To enable an option, select the check box next to its name. To enable the Purchase order matching option, you additionally need to connect to a database storing your purchase orders. For more information, see Purchase order matching. The names of the fields linked to disabled options are shown in gray. In the data form displayed in the Document Definition editor, these fields are also shown in gray, and they are not displayed during verification in the document editor. When you open the properties of a gray field, the message “Field is disabled by its feature” is displayed. Rules linked to disabled options are also disabled in the list of rules of the Document Definition. Once you enable an option, its linked fields and rules are enabled.