Open Documentation Menu

Setting up the transfer of line items from d.velop document reader invoice (on-premises)

Suppose you want to transfer line items that have been detected in d.velop document reader invoice to d.velop smart invoice. To do this, you must set up a multi-value property for the transfer of line items in the d.velop documents category that is used by d.velop smart invoice to save the invoices. You must then write the line item data from d.velop document reader invoice into this multi-value property, delimited by a separator. d.velop smart invoice recognizes the contents of the field when a new workflow is started and creates corresponding line items.

Connecting the new multi-value property with d.velop smart invoice

In order for d.velop smart invoice to read line item data from the new multi-value property, you must assign the multi-value property to the corresponding d.velop smart invoice field in the d.velop documents assignments.

Suppose you have created a multi-value property Line item data.

This is how it works 

  1. Navigate to the d.velop documents assignments.

  2. Find the assignment for d.velop smart invoice Invoices (source "smart invoice - invoice").

  3. Add a new field.

  4. Select Import: line items as the source field.

  5. Select Line items as the target field.

  6. Save the assignment.

Specifying a factual reviewer

d.velop smart invoice requires the factual reviewer in the format user:<id> or group:<id>. Replace <id> with the ID of the user or group in d.ecs identity provider.