Activate the Match Remark feature

The Match Remark feature is useful in many circumstances. For example, when using a financial process automation tool in a workflow, a match remark can inform you about an over- or under-delivery or a higher price.

The Line Item Matching Locator searches for matches within the invoice against the back-end system. The locator writes a match remark to the match remark column for each match (or mismatch) for every line item. If the match is ambiguous, the match remark describes the issue. For example, the match remark might indicate that there is an under delivery for the line item.

Important To use this feature, you must add the match remark column to your table model.

By default the match remark is hidden. To make it visible in Validation, select the option in the table model properties. Then the Validation user can use the information to validate the document. You cannot change the match remark "Read-only" and "Always valid" properties.

The match remark column does not appear on the Line Item Matching Locator Database tab, but in the extraction results pane. When testing the locator, the remark for the line item is displayed.

The Finalize method is available through script programming to update all match remarks in the column Match Remark during validation.

Note You cannot update data in other columns with this method.

If the locator has online learning enabled, this method initiates the generation of training data if all line items can be matched. See the Script Documentation Help for more information and examples.

You can activate match remark by following these steps:

  1. Open the locator properties.
  2. On the Settings tab, click Table Models.

    The Project Settings - Tables tab is displayed.

  3. On the Tables tab, in the Table Models group, select the table model used for this Line Item Matching Locator.
  4. Click Edit Table Model Properties.

    The Table Model Properties window is displayed.

  5. From the Available Columns list, select Match Remark, and Assign Assign button it to the Table model.
  6. Optionally, make the match remark column visible in Validation.
  7. To save your changes, click Close.
  8. Open a test document and click Test to test your settings.
  9. Optionally, click Close to close the locator properties window.
  10. Save the changes to your project.