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Useful information to know about transferring master data

In this chapter, you can learn all about transferring master data between d.velop smart invoice and d.velop document reader.

The master data is generally transferred from d.velop smart invoice to d.velop document reader. In the process, existing data in d.velop document reader is overwritten by the data from d.velop smart invoice.

Evaluating master data quality

d.velop document reader contains a function for evaluating master data quality. This evaluation function is also valid for the master data quality in d.velop smart invoice, because the master data is transferred from d.velop smart invoice to d.velop document reader. If the evaluation shows insufficient master data quality, check the synchronized bucket in d.velop smart invoice.

Synchronizing buckets

At present, only one bucket from d.velop smart invoice can be synchronized with d.velop document reader. If only one bucket has been created, this bucket is automatically selected for synchronization. If multiple buckets exist, you can go to the d.velop smart invoice administration and specify which bucket you want to synchronize.

This is how it works 

  1. Within the navigation bar, click Recognition Backends to go to the systems to which d.velop smart invoice transfers master data. An entry for d.velop document reader is created automatically.

  2. Click the three horizontal dots in the row for d.velop document reader to enable editing.

  3. Select the bucket to be synchronized. Automatic is set by default.

Transferring data

The following data is transferred from d.velop smart invoice to d.velop document reader:

  • Clients with address information

  • Vendors with address and tax information

  • Vendor bank details

  • PO data

  • Goods receipts

Transferring master data from d.velop smart invoice to d.velop document reader

d.velop smart invoice transfers master data to d.velop document reader in the following scenarios:

  • After each user interface change

  • After an ERP import via API

  • After data is retrieved from an external system (e.g. Microsoft Dynamics 365 Finance & Operations or Business Central Integration)

  • After a manual transfer

The process of transferring master data is asynchronous and may therefore take several minutes.