General tab - Vendor Locator Properties window

The General tab of the Vendor Locator is used to select a Database Locator as well as a database for excluded addresses and three input locators.

Required Settings

This group has the following options:

Database locator

Select a Database Locator from the list that contains your vendor information. The value for this option is set to <none> by default.

Note If you do not select a Database Locator the Vendor Locator is disabled.
Assign one or more database columns to the predefined fields

Select a database column for the predefined fields so that the Vendor Locator knows what column values to use for comparison with the additional input locators.

Note If you do not assign database columns to predefined fields, you cannot proceed using results from other input locators.
Address Exclusion Database

This group has the following options:

Database

Select a database from the list that contains records of addresses that you want to reject as candidates for vendor detection. The corresponding database records of the Vendor database and the Address Exclusion database are compared and if there is a match for the Vendor ID, the corresponding address is eliminated. The value for this option is set to<none> by default.

Note Ensure that the address exclusion database contains complete records for the Vendor ID, to achieve successful matching.
Assign one or more database columns to the predefined fields

Select a database column for the predefined fields so that the Vendor Locator knows what column values to use for comparison with the input locators.

Company Code Detection

This group has the following options:

Input locator

Select an input locator from the list that is used to extract the company code. The value for this option is set to<none> by default.

Formatter

Select a formatter from the list that is used to format the company code. The value for this option is set to<none> by default.

Minimum confidence required to use input locator results

Type a value or use the arrows to adjust the minimum confidence needed for this locator to return a company code result. The value for this option is set to70 by default.

Add this confidence reward if the company code matches

Type a value or use the arrows to adjust the reward added to the confidence of a company code alternative if it matches. The value for this option is set to10 by default.

Subtract this confidence penalty if the company code does not match

Type a value or use the arrows to adjust the penalty that is subtracted from a company code alternative if it does not match. The value for this option is set to10 by default.

Tax ID/VAT ID Detection

This group has the following options:

Input locator

Select an input locator from the list that is used to extract the Tax ID/VAT ID. The value for this option is set to<none> by default.

Formatter

Select a formatter from the list that is used to format the Tax ID/VAT ID.

Minimum confidence required to use input locator results

Type a value or use the arrows to adjust the minimum confidence needed for this locator to return a Tax ID/VAT ID result. The value for this option is set to 70 by default.

Add this confidence reward if the Tax ID/VAT ID matches

Type a value or use the arrows to adjust the reward added to the confidence of a Tax ID/VAT ID alternative if it matches. The value for this option is set to10 by default.

Subtract this confidence penalty if the Tax ID/VAT ID does not match

Type a value or use the arrows to adjust the penalty that is subtracted from a Tax ID/VAT ID alternative if it does not match. The value for this option is set to10 by default.

Vendor ID Detection (Invoice Group Locator)

This group has the following options:

Input locator

Select an input locator from the list that is used to extract the Vendor ID.

Add this reward if the Vendor ID matches

Type a value or use the arrows to adjust the reward added to the confidence of a Vendor ID alternative if it matches. The value for this option is set to 10 by default.

Subtract this confidence penalty if the Vendor ID does not match

Type a value or use the arrows to adjust the penalty that is subtracted from a Vendor ID alternative if it does not match. The value for this option is set to 10 by default.

Definitions for the buttons at the bottom of this window can be found in Common Project Builder Buttons.