About d.velop inbound scan
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Things you need to know about categories and properties
You can use d.velop inbound suite directly with d.velop documents or independently of other d.velop services. You can also connect other external systems. Depending on your selection, the following functions are available:
Use of pre-defined, system-neutral standard categories and properties.
Definition of custom categories and properties.
You can make your selection under Batch > Categories and properties and view the current list of categories and properties. These categories and properties allow you to classify documents and help to transfer properties to documents.
Properties for which automatic assignment has been configured are highlighted in the list.
The various properties are each mapped to one of the following data types:
Text (alphanumeric)
Numeric value (numeric)
Date
Date and time
Currency
You can use mappings to assign d.velop inbound suite categories and properties to document management categories and properties. You use the source d.ecs inbound to do so.
Assigned categories and properties are automatically transferred to document management when you save.
The DmsObjectId and DmsRepositoryId properties are only filled if the batch was created beforehand using one of the two context actions Open document in d.velop inbound or Scan to dossier.
Properties whose values exceed 7000 characters are truncated to 7000 characters. This truncation takes place during both manual and automatic property assignment.
In certain constellations, the maximum length can be only 2000 characters. For more information, please contact your administrator.
You can process different invoice formats. They include:
Paper invoices (scan)
PDF invoices
ZUGFeRD 1.0
ZUGFeRD 2.1
XRechnung (UBL and CII)
For all the formats listed above, you can save the invoices in their original format after processing them. A PDF version can also be made available.
Various properties of the invoice documents are read out during processing. The document is thereby enriched with meta information, which helps you better qualify it. Certain properties are read out directly from the electronic invoice formats. Optional services, such as d.velop document analysis, are used when PDF invoices or scanned paper invoices are involved. The properties from the document analysis are automatically mapped to the appropriate document properties. If necessary, you can adjust this mapping in the property list.
The following properties from format-free invoices* are saved using d.velop document analysis, if available:
Category / designation | Process property | |
|---|---|---|
Invoice data | ||
Invoice number | Invoice number | |
Invoice date | Invoice date | |
Gen. Date | Date | |
IBAN | IBAN | |
BIC | BIC | |
Invoice amounts | ||
Total amount (gross) | Gross amount | |
Gen. Amount of money | Payment amount |
The following properties for electronic invoices** are saved, if available:
Category / designation | ID*** | Process property |
|---|---|---|
Invoice data | ||
Routing ID | BT-10 | Routing ID |
Invoice number | BT-1 | Invoice number |
Invoice date | BT-2 | Invoice date |
Due date | BT-9 | Due date |
Delivery date | BT-72 | Delivery date |
Currency | BT-5 | Currency |
Order number | BT-13 | Order number |
Document reference number | BT-16 | Document number |
Invoice recipient | ||
Company | BT-44 | Customer - Name |
Street | BT-50 | Customer - Street |
City | BT-52 | Customer - City |
ZIP code | BT-53 | Customer - ZIP code |
Name | BT-56 | Contact name |
BT-58 | E-mail address | |
Phone number | BT-57 | Phone number |
Invoicing party | ||
Company | BT-27 | Supplier - Name |
Identifier | BT-29 | VendorNumber |
VAT ID | BT-31 | VAT ID |
Tax number | BT-31 | Tax number |
Street | BT-35 | Supplier - Street |
City | BT-37 | Supplier - City |
ZIP code | BT-38 | Supplier - ZIP code |
Name | BT-41 | Contact person name (external) |
BT-43 | E-mail address (external) | |
Phone number | BT-42 | Phone number (external) |
Payment data | ||
IBAN | BT-84 | IBAN |
BIC | BT-86 | BIC |
Account holder | BT-85 | Account holder |
Payment terms | BT-20 | Payment terms |
Invoice amounts | ||
Total amount (gross) | BT-112 | Gross amount |
Net amount | BT-109 | Net amount |
Value added tax amount | BT-110 | VAT amount |
Amount already paid | BT-113 | Amount paid |
Amount due | BT-115 | Amount due |
Only the properties listed above can be made available. The current state of the software does not read additional metadata from invoices.
Format-free invoices are digitized paper invoices or invoices that were sent as PDF files and do not conform with electronic invoice formats.**Electronic invoices include the following standards: ZUGFeRD 1.0, ZUGFeRD 2.1, XRechnung (UBL and CII)*** ID of the information element (usage of the ID from an XRechnung)