Rossum Queues
warning
Vær oppmerksom på at hvis du bruker vår hostede løsning, kan det hende at dette trinnet allerede er utført for deg. Ta kontakt med support hvis du er usikker.
Registrer deg hos Rossum
For å fortsette må du ha tilgang til en Rossum-dokumentbehandlingskø. Hvis du bruker vår hostede løsning, vil dette bli gitt. Hvis du ikke bruker dette, må du registrere deg for din egen behandlingskø hos Rossum og følge deres dokumentasjon for å opprette en kø.
Når du har en kø klar til behandling, må dataene dine sendes et sted, og det er her vår løsning kommer inn!
Køer / Kunder / Enheter
info
Vær oppmerksom på at hver Rossum-kø er fakturerbar.
Hvis du har et system med flere kunder, lurer du kanskje på hva som er den beste måten å konfigurere systemet på.
For en enkel kundekonfigurasjon bør du ha en kø per kunde og angi kunden i utvidelsesinnstillingene (neste trinn).
Hvis du bruker juridiske enheter, er den enkleste måten å konfigurere systemet på å ha en Rossum-kø og utvidelse per klient og juridisk enhetskombinasjon, og deretter bruke utvidelsesoppsettet til å konfigurere klientparameteren og legge til standardkoding for juridiske enheter i den relevante dimensjonen.
Du kan velge å bare ha en enkelt kø per klient og deretter håndtere enhetskodingen enten i Unit4 eller ved å bruke kundedataene som Rossum henter ut, for å identifisere din juridiske enhet.
Du kan gjøre dette ved å bruke Rossum-formelfelt eller til og med skrive din egen ekstra Rossum-utvidelse til (se Rossums dokumentasjon for mer informasjon).
Køskjema
info
Du trenger kanskje ikke å gjøre dette! Hvis du kjøpte plattformen via en forhandler eller direkte fra ERP-APPS, er det sannsynlig at vi har konfigurert basisskjemaet for deg.
Rossum-køskjemaet er den underliggende konfigurasjonen av feltene i Rossums grafiske brukergrensesnitt (GUI).
Se Rossums dokumentasjon om skjemaet: https://knowledge-base.rossum.ai/docs/extraction-schema-editor-in-rossum
warning
Vær forsiktig på dette området, da endringer i skjemaet og feltene kan påvirke behandlingen av dokumenter og føre til at mikrotjenesten svikter.
Vi anbefaler at du lagrer sikkerhetskopier med versjonsnummer av skjemaet ditt når du gjør endringer, slik at det er enkelt å gå tilbake til forrige versjon hvis det skulle oppstå problemer.
Endre / legge til felt
Du kan endre felt i vinduet innstillinger > felt uten å gå inn i JSON-redigeringsprogrammet. Dette kan for eksempel være nyttig for å legge til Rossum-formler eller tilleggsfelt.
Endring av innstillinger i feltmenyen i Rossum vil automatisk endre det underliggende JSON-skjemaet for deg.
Kontrollere / endre / legge til i skjema-JSON
Du kan kontrollere og endre skjemaet på kodenivå ved å gå til innstillinger > felt i Rossum, og deretter klikke på rediger JSON-knappen øverst til høyre på siden.
Dette viser deg skjemaet som du kan kopiere ut og sammenligne med det nødvendige skjemaet (nedenfor).
Du kan også redigere skjemaet i dette vinduet ved å endre/legge til de relevante JSON-seksjonene. Du kan også (spesielt ved første oppsett) vurdere å lime inn hele skjemaet nedenfor ⚠️ dette vil tilbakestille skjemaet og overskrive eventuelle tidligere endringer du har gjort
Når du har redigert skjemaet, bør du klikke på «Lagre» øverst. Hvis denne knappen er nedtonet, er det enten ingen endringer, eller så er skjemaet ugyldig.
Nødvendig skjema
Når du konfigurerer køen din, krever vi at skjemaet inneholder disse feltene.
Som nevnt ovenfor kan dette skjemaet kopieres og limes inn i Rossum JSON (og overskrive alt som allerede finnes).
Hvis du trenger ekstra felt, vil vi bare ignorere dem under behandlingen, men konfigurasjonen må inneholde minst følgende:
[
{
"category": "section",
"id": "invoice_info_section",
"label": "Basic information",
"children": [
{
"rir_field_names": [
"invoice_type"
],
"constraints": {
"required": true
},
"default_value": null,
"category": "datapoint",
"id": "invoice_type",
"label": "Invoice type",
"description": "Possible values: credit_note, debit_note, tax_invoice (most typical), proforma, receipt, delivery_note or other.",
"hidden": false,
"disable_prediction": false,
"type": "enum",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"options": [
{
"value": "tax_invoice",
"label": "Tax Invoice"
},
{
"value": "credit_note",
"label": "Credit Note"
},
{
"value": "proforma",
"label": "Pro Forma Invoice"
},
{
"value": "debit_note",
"label": "Debit Note"
},
{
"value": "receipt",
"label": "Receipt"
},
{
"value": "other",
"label": "Other"
}
],
"enum_value_type": "string"
},
{
"rir_field_names": [
"language"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "language",
"label": "Invoice language",
"hidden": true,
"type": "enum",
"can_export": false,
"options": [
{
"value": "eng",
"label": "EN"
},
{
"value": "deu",
"label": "DE"
},
{
"value": "ces",
"label": "CZ"
},
{
"value": "slk",
"label": "SK"
},
{
"value": "fra",
"label": "FR"
},
{
"value": "other",
"label": "other"
}
]
},
{
"rir_field_names": [
"invoice_id"
],
"constraints": {
"required": true
},
"default_value": null,
"category": "datapoint",
"id": "invoice_id",
"label": "Invoice number",
"description": "Invoice number.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"order_id"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "order_id",
"label": "Order number",
"description": "Purchase order identification.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"customer_id"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "customer_id",
"label": "Customer ID",
"hidden": true,
"type": "string",
"can_export": false
},
{
"rir_field_names": [
"date_issue"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "date_issue",
"label": "Issue date",
"description": "Date of issue of the document.",
"hidden": false,
"disable_prediction": false,
"type": "date",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "D/M/YYYY"
},
{
"rir_field_names": [
"date_due"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "date_due",
"label": "Due date",
"description": "The due date of the invoice.",
"hidden": false,
"disable_prediction": false,
"type": "date",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "D/M/YYYY"
},
{
"rir_field_names": [
"date_uzp"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "date_uzp",
"label": "Tax Point Date",
"description": "The date of taxable event.",
"hidden": false,
"disable_prediction": false,
"type": "date",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "D/M/YYYY"
}
],
"icon": null
},
{
"category": "section",
"id": "amounts_section",
"label": "VAT & Amounts",
"children": [
{
"rir_field_names": [
"amount_total_base"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "amount_total_base",
"label": "Total Net",
"description": "Base amount for tax calculation.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"amount_total_tax"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "amount_total_tax",
"label": "Total tax",
"description": "Total tax amount.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"amount_total"
],
"constraints": {
"required": true
},
"default_value": null,
"category": "datapoint",
"id": "amount_total",
"label": "Total Amount",
"description": "Subtotal over all items, including tax.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"amount_due"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "amount_due",
"label": "Due Amount",
"description": "Final amount including tax to be paid after deducting all discounts and advances.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"amount_rounding"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "amount_rounding",
"label": "Amount Rounding",
"hidden": true,
"type": "number",
"can_export": false,
"format": "# ##0.#"
},
{
"rir_field_names": [
"amount_paid"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "amount_paid",
"label": "Amount Paid",
"hidden": true,
"type": "number",
"can_export": false,
"format": "# ##0.#"
},
{
"rir_field_names": [
"currency"
],
"constraints": {
"required": false
},
"default_value": "gbp",
"category": "datapoint",
"id": "currency",
"label": "Currency",
"description": "The currency which the invoice is to be paid in. Possible values: czk, dkk, eur, gbp, nok, sek, usd or other.",
"hidden": false,
"disable_prediction": false,
"type": "enum",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"options": [
{
"value": "gbp",
"label": "GBP"
},
{
"value": "eur",
"label": "EUR"
},
{
"value": "usd",
"label": "USD"
},
{
"value": "czk",
"label": "CZK"
},
{
"value": "nok",
"label": "NOK"
},
{
"value": "sek",
"label": "SEK"
},
{
"value": "dkk",
"label": "DKK"
},
{
"value": "other",
"label": "Other"
}
],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"category": "multivalue",
"id": "tax_details",
"label": "VAT",
"hidden": false,
"children": {
"rir_field_names": [
"tax_details"
],
"category": "tuple",
"id": "tax_detail",
"label": "VAT",
"hidden": false,
"children": [
{
"rir_field_names": [
"tax_detail_rate"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "tax_detail_rate",
"label": "VAT Rate",
"description": "One of the tax rates in the tax breakdown.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"tax_detail_base"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "tax_detail_base",
"label": "VAT Base",
"description": "Sum of tax bases for items with the same tax rate.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"tax_detail_tax"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "tax_detail_tax",
"label": "VAT Amount",
"description": "Sum of taxes for items with the same tax rate.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"tax_detail_total"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "tax_detail_total",
"label": "VAT Total",
"description": "Total amount including tax for all items with the same tax rate.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
}
]
},
"min_occurrences": null,
"max_occurrences": 4,
"default_value": null,
"show_grid_by_default": false
}
],
"icon": null
},
{
"category": "section",
"id": "vendor_section",
"label": "Vendor & Customer",
"children": [
{
"rir_field_names": [],
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "vendor_match",
"label": "Vendor ID",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_export": true,
"ui_configuration": {
"type": "manual",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "vendor_id_manual",
"label": "Vendor search",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "manual",
"edit": "enabled"
}
},
{
"rir_field_names": [
"sender_name"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "sender_name",
"label": "Vendor Name",
"description": "Name of the supplier.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"sender_address"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "sender_address",
"label": "Vendor address",
"description": "Address of the supplier.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"sender_ic"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "sender_ic",
"label": "Vendor company ID",
"description": "Business/organization identification number of the supplier.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"sender_vat_id",
"sender_dic"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "sender_vat_id",
"label": "Vendor VAT number",
"description": "VAT identification number of the supplier.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"recipient_name"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "recipient_name",
"label": "Customer name",
"description": "Name of the customer.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"recipient_address"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "recipient_address",
"label": "Customer address",
"description": "Address of the customer.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"recipient_ic"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "recipient_ic",
"label": "Customer company ID",
"description": "Company identification number of the customer.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"recipient_vat_id",
"recipient_dic"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "recipient_vat_id",
"label": "Customer VAT number",
"description": "Customer VAT Number.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
}
],
"icon": null
},
{
"category": "section",
"id": "payment_info_section",
"label": "Payment instructions",
"children": [
{
"rir_field_names": [
"account_num"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "account_num",
"label": "Account number",
"description": "Bank account number.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"bank_num"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "bank_num",
"label": "Sort code",
"description": "Sort code. Numerical code of the bank.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"iban"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "iban",
"label": "IBAN",
"description": "Bank account number in IBAN format.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"bic"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "bic",
"label": "BIC/SWIFT",
"description": "Bank BIC or SWIFT code.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"terms"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "terms",
"label": "Terms",
"description": "Payment terms as written on the document (eg. \"45 days\", \"upon receipt\").",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"payment_state"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "payment_state",
"label": "Payment state",
"hidden": true,
"type": "enum",
"can_export": false,
"options": [
{
"value": "automatic",
"label": "automatic"
},
{
"value": "manual",
"label": "manual"
},
{
"value": "pending",
"label": "pending"
}
]
},
{
"rir_field_names": [
"const_sym"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "const_sym",
"label": "Constant symbol",
"hidden": true,
"type": "string",
"can_export": false
},
{
"rir_field_names": [
"var_sym"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "var_sym",
"label": "Payment reference",
"hidden": true,
"type": "string",
"can_export": false
},
{
"rir_field_names": [
"spec_sym"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "spec_sym",
"label": "Specific symbol",
"hidden": true,
"type": "string",
"can_export": false
}
],
"icon": null
},
{
"category": "section",
"id": "other_section",
"label": "Other",
"children": [
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "notes",
"label": "Notes",
"type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "local_status",
"label": "Status",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_export": true,
"ui_configuration": {
"type": "manual",
"edit": "enabled"
},
"options": [
{
"value": "P",
"label": "Parked"
}
],
"enum_value_type": "string"
}
],
"icon": null
},
{
"category": "section",
"id": "line_items_section",
"label": "Line items",
"children": [
{
"rir_field_names": [],
"category": "multivalue",
"id": "line_items",
"label": "Line item",
"hidden": false,
"children": {
"rir_field_names": [],
"category": "tuple",
"id": "line_item",
"label": "Line item",
"children": [
{
"rir_field_names": [
"table_column_code"
],
"width": 50,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_code",
"label": "Code",
"description": "Can be the SKU, EAN, a custom code (string of letters/numbers) or even just the line number.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"table_column_description"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_description",
"label": "Description",
"description": "Line item description. Can be multi-line with details.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"table_column_quantity"
],
"width": 5,
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_quantity",
"label": "Quantity",
"description": "Quantity of the item.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"table_column_uom"
],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_uom",
"label": "UOM",
"description": "Unit of measure of the item (kg, container, piece, gallon, ...).",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
}
},
{
"rir_field_names": [
"table_column_amount_base"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_amount_base",
"label": "Net Unit Price",
"description": "Unit price without tax.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#",
"aggregations": {
"sum": {
"label": "Total"
}
}
},
{
"rir_field_names": [
"table_column_amount"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_amount",
"label": "Gross Unit Price",
"description": "Unit price with tax. Rule of thumb: amount = amount_base + tax.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#",
"aggregations": {
"sum": {
"label": "Total"
}
}
},
{
"rir_field_names": [
"table_column_amount_total_base"
],
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_total_base",
"label": "Total Net",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#",
"aggregations": {
"sum": {
"label": "Total"
}
}
},
{
"rir_field_names": [
"table_column_rate"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_rate",
"label": "Tax Rate",
"description": "Tax rate for the line item.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#"
},
{
"rir_field_names": [
"table_column_tax"
],
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_tax",
"label": "Total Tax",
"description": "Tax amount for the line. Rule of thumb: tax = rate * amount_base.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#",
"aggregations": {
"sum": {
"label": "Total"
}
}
},
{
"rir_field_names": [
"table_column_amount_total"
],
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_amount_total",
"label": "Total Gross",
"description": "The total amount to be paid for all the items including the tax. Rule of thumb: amount_total = amount * quantity.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "captured",
"edit": "enabled"
},
"format": "# ##0.#",
"aggregations": {
"sum": {
"label": "Total"
}
}
},
{
"rir_field_names": [
"table_column_other"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_other",
"label": "Other",
"type": "string"
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_order_id",
"label": "OrderId",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
}
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "item_order_line_no",
"label": "Order Line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "line_guid",
"label": "line_guid",
"hidden": true,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "line_input_mode",
"label": "Line Input Mode",
"description": "Set to manual if automated rules are not working",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "manual",
"edit": "enabled"
},
"options": [
{
"value": "auto",
"label": "Automated"
},
{
"value": "manual",
"label": "Manual"
}
],
"enum_value_type": "string"
}
]
},
"min_occurrences": null,
"max_occurrences": null,
"default_value": null,
"show_grid_by_default": false
},
{
"rir_field_names": [],
"category": "multivalue",
"id": "accounting_information",
"label": "Accounting Information",
"hidden": false,
"children": {
"rir_field_names": [],
"category": "tuple",
"id": "line_codes_tuple",
"label": "Line Coding",
"children": [
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_description",
"label": "Description",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "account",
"label": "account",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_dimension_1",
"label": "Dim1",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_dimension_2",
"label": "Dim2",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_dimension_3",
"label": "Dim3",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_dimension_4",
"label": "Dim4",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_dimension_5",
"label": "Dim5",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_dimension_6",
"label": "Dim6",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_dimension_7",
"label": "Dim7",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "tax_code",
"label": "Tax Code",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "tax_system",
"label": "Tax System",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
},
"options": [],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "split_percentage",
"label": "% Split",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "line_guid_accounting",
"label": "line_guid",
"hidden": true,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "enabled"
}
}
]
},
"min_occurrences": null,
"max_occurrences": null,
"default_value": null,
"show_grid_by_default": false
}
],
"icon": null
},
{
"category": "section",
"id": "discovered_purchase_orders",
"label": "Purchase Order Details",
"description": "Details from Unit4 ERP",
"hidden": false,
"children": [
{
"rir_field_names": [],
"category": "multivalue",
"id": "discovered_po_lines",
"label": "Purchase Order Lines",
"hidden": false,
"children": {
"rir_field_names": [],
"category": "tuple",
"id": "discovered_po_lines_tuple",
"label": "Purchase Order Lines",
"children": [
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_order_id",
"label": "Order ID",
"description": "Order ID for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 3,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_line_number",
"label": "Line Number",
"description": "Line Number for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_product",
"label": "Product",
"description": "Product for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_description",
"label": "Description",
"description": "Description for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_order_quantity",
"label": "Order Qty",
"description": "Order Quantity for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_unit_price",
"label": "Unit Price",
"description": "Unit Price for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_order_amount",
"label": "Order Amount",
"description": "Order Amount for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_grn_quantity",
"label": "GRN Qty",
"description": "GRN Quantity for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 5,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_grn_amount",
"label": "GRN Amt",
"description": "GRN Amount for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 6,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_registered_invoice_quantity",
"label": "Reg Inv Qty",
"description": "Registered Invoice Quantity for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 6,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_registered_invoice_amount",
"label": "Reg Inv Amt",
"description": "Registered Invoice amount for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 6,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_posted_invoice_amount",
"label": "Post Inv Amt",
"description": "Posted Invoice amount for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 6,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_posted_invoice_quantity",
"label": "Post Inv Qty",
"description": "Posted Invoice quantity for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 6,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_returned_invoice_amount",
"label": "Ret Inv Amt",
"description": "Returned Invoice amount for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 6,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_returned_invoice_quantity",
"label": "Ret Inv Qty",
"description": "Returned Invoice quantity for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 3,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_unit",
"label": "Unit",
"description": "Unit",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_contract_id",
"label": "Contract ID",
"description": "Contract ID for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_external_ref",
"label": "External Ref",
"description": "External Ref for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"width": 1,
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_status",
"label": "Status",
"description": "Status for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_currency",
"label": "Currency",
"description": "Currency for line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "discovered_po_line_tax_code",
"label": "Tax Code",
"description": "Tax Code for purchase order line",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_collapse": false,
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
}
]
},
"min_occurrences": null,
"max_occurrences": null,
"default_value": null,
"show_grid_by_default": false
}
],
"icon": null
},
{
"category": "section",
"id": "erp_processing_section",
"label": "Processing",
"hidden": false,
"children": [
{
"rir_field_names": [],
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "company_id",
"label": "ERP Company Id",
"hidden": false,
"type": "string",
"can_export": true
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "iban_normalized",
"label": "iban_normalized",
"description": "iban_normalized",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_export": false,
"ui_configuration": {
"type": "formula",
"edit": "enabled"
},
"formula": "import re\nre.sub(r'[^a-zA-Z0-9]', '', default_to(field.iban, ''))"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "tax_id_normalised",
"label": "tax_id_normalised",
"description": "tax_id_normalised",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_export": false,
"ui_configuration": {
"type": "formula",
"edit": "enabled"
},
"formula": "import re\n\nre.sub(r'[^a-zA-Z0-9]', '', default_to(field.sender_vat_id, ''))"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "company_reg_normalised",
"label": "company_reg_normalised",
"description": "company_reg_normalised",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_export": false,
"ui_configuration": {
"type": "formula",
"edit": "enabled"
},
"formula": "import re\nre.sub(r'[^a-zA-Z0-9]', '', default_to(field.sender_ic, ''))"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "saved_transaction_id",
"label": "ERP ID",
"description": "ERPx Transaction number or ERP7 EI02 number. Written after the document has been matched and saved to ERP",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [
"email_header:from"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "sender_email",
"label": "Sender Email",
"description": "Email the document was attached to",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "erp_document_type",
"label": "erp_document_type",
"hidden": false,
"disable_prediction": true,
"type": "string",
"can_export": true,
"ui_configuration": {
"type": "data",
"edit": "disabled"
}
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "override_warnings",
"label": "Override Warnings",
"description": "override_warnings",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_export": true,
"ui_configuration": {
"type": "manual",
"edit": "enabled"
},
"options": [
{
"value": "YES",
"label": "YES"
},
{
"value": "NO",
"label": "NO"
}
],
"enum_value_type": "string"
},
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": "v1.0.0.3",
"category": "datapoint",
"id": "schema_version",
"label": "schema_version",
"hidden": true,
"disable_prediction": true,
"type": "string",
"can_export": false,
"ui_configuration": {
"type": "data",
"edit": "enabled"
}
},
{
"rir_field_names": [],
"constraints": {},
"score_threshold": 0,
"default_value": "1",
"category": "datapoint",
"id": "cache_behaviour",
"label": "Caching Behaviour",
"description": "Skipping caching will cause slow downs, but can be useful if the relevant data in ERP has been recently updated.",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_export": true,
"ui_configuration": {
"type": "manual",
"edit": "enabled"
},
"options": [
{
"value": "1",
"label": "Use caching"
},
{
"value": "0",
"label": "Skip caches for this document"
}
],
"enum_value_type": "string"
}
],
"icon": null
}
]