Client Settings
All documents that do not have a client mapped to them are mapped to the default client (Client ID 0) in the Solution Configuration Manager.
It is not possible to remove the default Client with ID 0. This is because it could break mappings to the default client and the mapped documents would display errors during processing. It is possible to delete all other clients, with the exception of the default client.
It is also possible to add a client as required.
It is possible to add multiple entries for these settings. As a result, the settings are displayed in a table.
The following settings are available.
- Client ID
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The unique ID of the client. This is a read-only integer value that is applied when a client is first added.
- Profile ID
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The ID of the profile that is assigned to the client. The profile controls what fields are extracted and how they are validated.
More than one client may share the same profile ID if the extraction and validation requirements are identical.
- Export Profile ID
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The ID of the export profile that is assigned to the client. The export profile ID controls how data is exported for that client.
More than one client may share the same export profile ID if the export requirements are identical.
- Client Name
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The name of the client. This data is written into the reporting database for each document assigned to a client.
- Instructions Profile ID
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The ID of the profile that is displayed during Validation.
It is possible to add a button to the Validation for that displays specific processing instructions for a particular client.
- Force Validation
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If selected, all documents for this client are routed to Validation, including those that have no issues.
If cleared, only those documents that require attention are routed to Validation.
- Bypass Validation
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If selected, and there are no fields that require validation on a document that belongs to this client, the document is separated from the rest of its job and sent to the next activity without appearing in Validation. This makes little difference if a job contains a single document. However, if your job contains 10 documents, but 8 of them do not require validation, these documents are split from the two that require validation with straight-through processing.
If cleared, all documents in a job are sent to Validation even if only one requires manual validation.
- Client Group
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The ID of the client group. This is an integer value that can be set by the system administrator.
The client group is how users are assigned access to documents for a specific client.
- Vendor Partition
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The ID of the vendor master data partition that is used by a client.
Entries here must correspond to an entry in Vendor Partitions.
- Employee Partition
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The ID of the employee master data partition that is used by a client.
Entries here must correspond to an entry in Employee Partition Settings.
- PO Partition
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The ID of the purchase order data partition that is used by a client.
Entries here must correspond to an entry in PO Number Partition Settings.
- Tax Partition
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The ID of the tax partition that is used by a client during automatic tax code calculations where standard Tax Configuration settings are used.
Entries here must correspond to an entry in Tax Partition Settings.