Rossum-köer
warning
Observera att om du använder vår hostade lösning kan detta steg redan ha utförts åt dig. Kontakta supporten om du är osäker.
Registrera dig hos Rossum
För att fortsätta behöver du tillgång till en Rossum-dokumentbehandlingskö. Om du använder vår hostade lösning kommer detta att tillhandahållas. Om du inte använder denna måste du registrera dig för din egen behandlingskö på Rossum och följa deras dokumentation för att skapa en kö.
När du har en kö redo att behandlas måste dina data hamna någonstans, och det är där vår lösning kommer in!
Köer / Kunder / Enheter
info
Observera att varje Rossum-kö är fakturerbar.
Om du har ett system med flera kunder undrar du kanske hur du bäst konfigurerar systemet.
För en enkel kundkonfiguration bör du ha en kö per kund och ställa in kunden i tilläggsinställningarna (nästa steg).
Om du använder juridiska enheter är det enklaste sättet att konfigurera systemet att ha en Rossum-kö och ett tillägg per kombination av klient och juridisk enhet, och sedan använda tilläggsinställningarna för att konfigurera din klientparameter och lägga till standardkodningen för juridiska enheter i relevant dim.
Du kan välja att bara ha en enda kö per klient och sedan hantera enhetskodningen antingen i Unit4 eller eventuellt genom att använda kunddata som Rossum extraherar för att identifiera din juridiska enhet.
Du kan göra detta med hjälp av Rossums formelfält eller till och med genom att skriva din egen extra Rossum-förlängning (se Rossums dokumentation för mer information).
Köschema
info
Du behöver kanske inte göra detta! Om du har köpt plattformen via en återförsäljare eller direkt från ERP-APPS är det troligt att vi har konfigurerat basschemat åt dig.
Rossums köschema utgör den underliggande konfigurationen för fälten i Rossums grafiska användargränssnitt (GUI).
Se Rossums dokumentation om schemat: https://knowledge-base.rossum.ai/docs/extraction-schema-editor-in-rossum
warning
Var försiktig i detta avseende, eftersom ändringar av schemat och fälten kan påverka dokumenthanteringen och orsaka att mikrotjänsten slutar fungera.
Vi rekommenderar att du sparar versionerade säkerhetskopior av ditt schema när du gör ändringar, så att det är enkelt att återgå till den tidigare versionen om problem skulle uppstå.
Ändra/lägga till fält
Du kan ändra fält i fönstret inställningar > fält utan att gå in i JSON-redigeraren. Detta kan vara användbart för att till exempel lägga till Rossum-formler eller ytterligare fält.
Om du ändrar inställningarna i fältmenyn i Rossum ändras det underliggande JSON-schemat automatiskt åt dig.
Kontrollera / ändra / lägga till i schema-JSON
Du kan kontrollera och ändra schemat på kodnivå genom att gå till inställningar > fält i Rossum och sedan klicka på knappen Redigera JSON i det övre högra hörnet av sidan.
Detta visar schemat som du kan kopiera och jämföra med det erforderliga schemat (nedan).
Du kan också redigera schemat i detta fönster genom att ändra/lägga till relevanta JSON-sektioner. Du kan också (särskilt vid den första installationen) överväga att klistra in hela schemat nedan ⚠️ detta återställer schemat och åsidosätter alla tidigare ändringar du har gjort
När du har redigerat schemat ska du klicka på Spara högst upp. Om denna knapp är gråmarkerad betyder det antingen att det inte finns några ändringar eller att schemat är ogiltigt.
Nödvändigt schema
När du konfigurerar din kö kräver vi att schemat innehåller dessa fält.
Som nämnts ovan kan detta schema kopieras och klistras in i Rossums JSON-redigerare (och ersätta allt som redan finns).
Om du behöver extra fält ignorerar vi dem bara under bearbetningen, men konfigurationen måste innehålla minst följande:
[
{
"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
}
]