Invoice Type Recognition
Location:
The application is able to automatically recognize the type of an incoming purchase invoice by whether it is an e-invoice, invoice created from a contract, PDF invoice, or a scanned invoice saved via the Recognize Purchase Invoices function.
The Invoice Type Recognition function specifies the recognition settings for invoices received via an outsourced scanning service, Basware CloudScan, Basware CloudScan self-validation or Basware Supplier Portal. It is not necessary to configure these settings if the related services are not used or if their recognition is not needed.
Note: If the recognition settings are not configured, the invoices that are received via these services are recognized as standard e-invoices.
To configure the invoice type recognition settings:
- In the Data Element field, specify the element name of the Finvoice e-invoice message that contains the identifier in question. The specification is written as an xpath statement, such as: Finvoice/DeliveryDetails/CarrierName. The entry in the field activates and enables recognition. If the field is blank, the invoice type in question is not recognized.
- In the Identifier field, specify the identifier in the data element of the Finvoice e-invoice message. This is an optional field that is only used in case the same element contains the identifiers for several invoice types.
- For example, if the same element includes the standard CloudScan and Supplier Portal identifiers, you can specify in the Identifier field the correct character string for identifying CloudScan invoices, as needed. The character string entered in the field must be found in the specified data element of the Finvoice e-invoice message for the recognition to function. The character string can occur at the beginning, in the middle, or at the end of the data element. The processing is not case sensitive.
- If the Identifier field is left blank, the application recognizes the invoice type based on the Finvoice data element specified in the Data Element field. Recognition requires that the data element of the Finvoice e-invoice message contains information. If the element of the e-invoice message is blank or missing, invoice type recognition will not take place.
The function for recognizing invoice types from a scanning service, CloudScan, CloudScan self-validation and Supplier Portal will be enabled for any new invoices that are saved after the recognition settings have been specified. The type of any old invoices saved in the application will not be recognized retrospectively.