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.
Kontrollera schema JSON
Du kan kontrollera och ändra schemat genom att gå till inställningar > fält i Rossum och sedan klicka på knappen Redigera JSON i det övre högra hörnet av sidan.
Då visas schemat som du kan kopiera och jämföra med det erforderliga schemat (nedan). Observera att det också är i detta fönster som du klistrar in schemat nedan om det inte stämmer, och sedan använder knappen Spara när den aktiveras.
Ändra 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.
Var dock försiktig i detta område, eftersom ändringar av schemat och fälten kan påverka bearbetningen av dokument och orsaka att mikrotjänsten slutar fungera.
Om du ändrar inställningarna i fältmenyn i Rossum ändras automatiskt det underliggande JSON-schemat för dig.
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": "Grundläggande information",
"children": [
{
"rir_field_names": [
"invoice_type"
],
"constraints": {
"required": true
},
"default_value": null,
"category": "datapoint",
"id": "invoice_type",
"label": "Fakturatyp",
"description": "Möjliga värden: credit_note, debit_note, tax_invoice (vanligast), proforma, receipt, delivery_note eller annat.",
"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": "Proformafaktura"
},
{
"value": "debit_note",
"label": "Debetnota"
},
{
"value": "receipt",
"label": "Kvitto"
},
{
"value": "other",
"label": "Övrigt"
}
],
"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"
},
{
"värde": "ces",
"etikett": "CZ"
},
{
"värde": "slk",
"etikett": "SK"
},
{
"värde": "fra",
"etikett": "FR"
},
{
"värde": "other",
"label": "other"
}
]
},
{
"rir_field_names": [
"invoice_id"
],
"constraints": {
"required": true
},
"default_value": null,
"category": "datapoint",
"id": "invoice_id",
"label": "Fakturanummer",
"description": "Fakturanummer.",
"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": "Ordernummer",
"description": "Inköpsorderidentifikation.",
"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": "Kund-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": "Utfärdandedatum",
"description": "Dokumentets utfärdandedatum.",
"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": "Förfallodatum",
"description": "Fakturans förfallodatum.",
"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": "Datum för skattepliktig händelse.",
"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": "Moms och belopp",
"children": [
{
"rir_field_names": [
"amount_total_base"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "amount_total_base",
"label": "Total netto",
"description": "Basbelopp för skatteberäkning.",
"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 skatt",
"description": "Totalt skattebelopp.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"can_export": true,
"ui_configuration": {
"typ": "fångad",
"redigera": "aktiverad"
},
"format": "# ##0.#"
},
{
"rir_fältnamn": [
"totalbelopp"
],
"begränsningar": {
"krävs": sant
},
"standardvärde": null,
"kategori": "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": "Slutligt belopp inklusive skatt som ska betalas efter avdrag för alla rabatter och förskott.",
"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": "Beloppsavrundning",
"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": "Betalat belopp",
"hidden": true,
"type": "number",
"can_export": false,
"format": "# ##0.#"
},
{
"rir_field_names": [
"valuta"
],
"begränsningar": {
"krävs": false
},
"standardvärde": "gbp",
"kategori": "datapunkt",
"id": "valuta",
"etikett": "Valuta",
"description": "Valutan som fakturan ska betalas i. Möjliga värden: czk, dkk, eur, gbp, nok, sek, usd eller annat.",
"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": "Leverantör & kund",
"children": [
{
"rir_field_names": [],
"constraints": {
"required": true
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "vendor_match",
"label": "Leverantörs-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": "Leverantörssökning",
"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": "Leverantörsnamn",
"description": "Leverantörens namn.",
"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": "Leverantörsadress",
"description": "Leverantörens adress.",
"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": "Leverantörsföretagets ID",
"description": "Leverantörens företags-/organisationsidentifikationsnummer.",
"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": "Leverantörens momsregistreringsnummer",
"description": "Leverantörens momsregistreringsnummer.",
"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": "Kundnamn",
"description": "Kundens namn.",
"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": "Kundadress",
"description": "Kundens adress.",
"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": "Kundens företags-ID",
"description": "Kundens företagsidentifikationsnummer.",
"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": "Kundens momsregistreringsnummer",
"description": "Kundens momsregistreringsnummer.",
"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": "Betalningsinstruktioner",
"children": [
{
"rir_field_names": [
"account_num"
],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "account_num",
"label": "Kontonummer",
"description": "Bankkontonummer.",
"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",
"kan_exportera": sant,
"ui_konfiguration": {
"typ": "fångad",
"redigera": "aktiverad"
}
},
{
"rir_fältnamn": [
"iban"
],
"begränsningar": {
"krävs": falskt
},
"poängtröskel": 0,
"default_value": null,
"category": "datapoint",
"id": "iban",
"label": "IBAN",
"description": "Bankkontonummer i IBAN-format.",
"hidden": false,
"disable_prediction": false,
"type": "string",
"can_export": true,
"ui_configuration": {
"typ": "fångad",
"redigera": "aktiverad"
}
},
{
"rir_field_names": [
"bic"
],
"begränsningar": {
"krävs": false
},
"score_threshold": 0,
"standardvärde": null,
"kategori": "datapunkt",
"id": "bic",
"label": "BIC/SWIFT",
"description": "Bank BIC eller SWIFT-kod.",
"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": "Villkor",
"description": "Betalningsvillkor enligt dokumentet (t.ex. \"45 dagar\", \"vid mottagandet\").",
"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": "Betalningsstatus",
"hidden": true,
"type": "enum",
"can_export": false,
"options": [
{
"value": "automatic",
"label": "automatisk"
},
{
"värde": "manuell",
"etikett": "manuell"
},
{
"värde": "väntande",
"etikett": "väntande"
}
]
},
{
"rir_field_names": [
"const_sym"
],
"begränsningar": {
"krävs": false
},
"default_value": null,
"category": "datapoint",
"id": "const_sym",
"label": "Konstant 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": "Betalningsreferens",
"hidden": true,
"type": "string",
"can_export": false
},
{
"rir_field_names": [
"spec_sym"
],
"constraints": {
"required": false
},
"default_value": null,
"category": "datapoint",
"id": "spec_sym",
"label": "Specifik symbol",
"hidden": true,
"type": "string",
"can_export": false
}
],
"icon": null
},
{
"category": "section",
"id": "other_section",
"label": "Övrigt",
"children": [
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "notes",
"label": "Anteckningar",
"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": "Radpost",
"hidden": false,
"children": {
"rir_field_names": [],
"category": "tuple",
"id": "line_item",
"label": "Radpost",
"barn": [
{
"rir_field_names": [
"table_column_code"
],
"bredd": 50,
"begränsningar": {
"krävs": false
},
"poängtröskel": 0,
"default_value": null,
"category": "datapoint",
"id": "item_code",
"label": "Kod",
"description": "Kan vara SKU, EAN, en anpassad kod (sträng av bokstäver/siffror) eller till och med bara radnumret.",
"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": "Beskrivning",
"description": "Beskrivning av artikel. Kan vara flera rader med detaljer.",
"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": "Enhet för mätning av artikeln (kg, container, styck, 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": "Bruttoenhetspris",
"description": "Enhetspris med skatt. Tumregel: belopp = belopp_bas + skatt.",
"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": "Skattesats",
"description": "Skattesats för raden.",
"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 skatt",
"description": "Skattebelopp för raden. Tumregel: skatt = skattesats * belopp_bas.",
"hidden": false,
"disable_prediction": false,
"type": "number",
"kan_kollapsa": falskt,
"kan_exportera": sant,
"ui_konfiguration": {
"typ": "fångad",
"redigera": "aktiverad"
},
"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 brutto",
"description": "Det totala beloppet som ska betalas för alla artiklar inklusive skatt. Tumregel: 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": "Linjekodning",
"children": [
{
"rir_field_names": [],
"constraints": {
"required": false
},
"score_threshold": 0,
"default_value": null,
"category": "datapoint",
"id": "accounting_description",
"label": "Beskrivning",
"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": {
"typ": "data",
"redigera": "aktiverad"
},
"alternativ": [],
"enum_värdetyp": "sträng"
},
{
"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": {
"typ": "data",
"redigera": "aktiverad"
},
"alternativ": [],
"enum_värdetyp": "sträng"
},
{
"rir_fältnamn": [],
"begränsningar": {
"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": "Inköpsorderinformation",
"description": "Information från Unit4 ERP",
"hidden": false,
"children": [
{
"rir_field_names": [],
"category": "multivalue",
"id": "discovered_po_lines",
"label": "Inköpsorderrader",
"hidden": false,
"barn": {
"rir_field_names": [],
"kategori": "tuple",
"id": "upptäckta_po_rader_tuple",
"etikett": "Inköpsorderrader",
"barn": [
{
"rir_field_names": [],
"bredd": 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": "Produkt",
"description": "Produkt för linje",
"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": "Beskrivning",
"description": "Beskrivning för rad",
"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": "Enhetspris",
"description": "Enhetspris för rad",
"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": "Registrerad fakturakvantitet för rad",
"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": "Registrerat fakturabelopp för rad",
"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": "Returnerad fakturakvantitet för rad",
"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": "Enhet",
"beskrivning": "Enhet",
"dold": false,
"inaktivera_prediktion": true,
"typ": "sträng",
"kan_kollapsa": false,
"kan_exportera": true,
"ui_konfiguration": {
"typ": "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": {
"typ": "data",
"redigera": "inaktiverad"
}
},
{
"rir_field_names": [],
"begränsningar": {
"krävs": false
},
"poängtröskel": 0,
"standardvärde": null,
"kategori": "datapunkt",
"id": "discovered_po_line_external_ref",
"label": "External Ref",
"description": "External Ref for line",
"hidden": false,
"disable_prediction": true,
"typ": "sträng",
"kan_kollapsa": falsk,
"kan_exportera": sann,
"ui_konfiguration": {
"typ": "data",
"redigera": "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 för linje",
"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": "Valuta",
"description": "Valuta för rad",
"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-transaktionsnummer eller ERP7 EI02-nummer. Skrivs efter att dokumentet har matchats och sparats i 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": "v1.0.0.1",
"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-beteende",
"description": "Att hoppa över caching kommer att orsaka fördröjningar, men kan vara användbart om relevant data i ERP nyligen har uppdaterats.",
"hidden": false,
"disable_prediction": true,
"type": "enum",
"can_export": true,
"ui_configuration": {
"type": "manual",
"edit": "enabled"
},
"options": [
{
"value": "1",
"label": "Använd caching"
},
{
"value": "0",
"label": "Hoppa över caching för detta dokument"
}
],
"enum_value_type": "string"
}
],
"icon": null
}
]