Basware

Input Values

Location:Purchase Invoices > Input Values

Input values are additional free-form fields that are usually displayed on the Additional Data tab of a purchase invoice. If the license contains the paid additional feature for purchase order matching, it is also possible to specify input values for the title and row data of external purchase orders. If necessary, the information stored by using input values can be transferred to the payment system or an external ordering system alongside the purchase invoice information.

The input values to be used are specified with the function Purchase Invoices > Input Values. Input values can be defined either at the company level, at the company group level, or at the system level. Input values are specified separately for the Additional Data tab of the purchase invoices and the title and row data of purchase orders: The Type list next to the Organizational Level option specifies whether the input values are used with the purchase invoice or in order matching. At most, ten different input value fields can be defined for each level.

Purchase invoice input values

Purchase invoice input values are given the following information:

  1. Title text is the name of the input value field in the Create Purchase Invoice section.
  2. Type lists different types of input values. The options are:
    • Date
    • Amount
    • Number
    • Text
    • Scanning ID
    • Invoice ID
    • XML

    The scanning ID and Invoice ID can appear only once as the input value type.

  3. Required list indicates whether an input value is required. The options are:
    • Not required
    • Required in all
    • <List of different payment systems>

    The requirement can thus be specified separately for each payment system. Scanning ID and Invoice ID type input values are never required.

  4. The Data element definition is only used for the Scanning ID, Invoice ID, and XML type input values. The purpose is to read information, according to specifications, from an electronic invoice to these input value types. On the basis of the data read to the scanning ID, you can identify a company's processor group,which you can use to automatically set processors for a purchase invoice. The element fields are:
    • XML Field: specifies from which Finvoice data element data is retrieved for the input value field. The specification is written as an xpath statement.
    • Length: determines the maximum length of the final data, which is saved in the input value field. This field is enabled for Scanning ID and XML type input values.
    • Separator: specifies the separator that will be used in the Characters to be Removed field, which you can use to separate values or rows of characters that will be removed. This field is enabled for Scanning ID and XML type input values.
    • Characters to be Removed: specifies which characters, symbols or character strings will be removed from the read data. This field is enabled for Scanning ID and XML type input values.

    Data element usage example:

    You want to read the date from the Finvoice's SellerFreeText element. You want to remove commas, periods and the character string HG from the data. The total length of the data must be 4 characters.

    Specification:

    XML Field: /SellerInformationDetails/SellerFreeText

    Length: 4

    Separator: ###

    Characters to be Removed: .###,###HG

    The read data is "HG.12,4A11" or "1,24.HGA11", and the final result is "124A".

  5. You can show the text saved in the Tooltip field by moving your mouse cursor on the input value field on the Additional Data tab on the Create Purchase Invoices page. In the Tooltip field, you can enter instructions about the input value field for the person who saves the purchase invoice.

Specification changes in the input value fields do not affect saved purchase invoices, when the change applies to a title, type or requirement. These changes only affect new purchase invoices saved in the application after the change. Removing, adding or editing the data of input value fields in other ways is allowed.

Data can be entered in the specified input value fields on the Additional Data tab of the Create Purchase Invoice window. The application formats and checks the data that has been inputted according to the defined type.

Order matching input values

Order matching input values are given the following information:

  1. Title text is the name of the input value field.
  2. Type lists different types of input values. The options are:
    • Date
    • Amount
    • Number
    • Text
  3. The Required list indicates if a value is required and if the input value can be edited in the Order Matching function. The options are:
    • Customizable
    • Customizable, mandatory
    • Read-only

    The options Customizable and Customizable, mandatory can only be selected for row data.

  4. The Visibility list indicates the visibility of the input value. If only Matching and purchase invoices is selected, the input value is displayed in the Order Matching function and, after matching, in the purchase invoice posting on the Matched Orders tab.
Parent topic: Purchase Invoices