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Disable purchase order discovery

Knowing when to disable purchase order discovery can help your Line Item Matching Locator extraction results.

If your Purchase order number locator returns all necessary results, using purchase order discovery can negatively affect the overall performance of your project. This is because when Execute purchase order discovery is enabled, all of the purchase order numbers returned by the Purchase order number locator, the Vendor ID locator and purchase order discovery, are all processed. As a result, minimizing the number of purchase order numbers that are evaluated decreases the time it takes to process your documents.

You can limit the total number of purchase order numbers used by setting a value for the Maximum purchase orders used option. Limiting your purchase order numbers in this way when you use Execute purchase order discovery does not guarantee that you will get better results. All it does is truncate the total number of purchase orders that are evaluated in order to reduce the time it takes to process your documents. For the best results, improve your Purchase order number locator results so that purchase order discovery is not required. Thoroughly test the Purchase order number locator and perform extraction benchmarks against that locator before using it as input. This will help determine if your results are good enough to disable purchase order discovery.

Note If you set the Maximum purchase orders used value to 0, then all of the purchase orders discovered by the Purchase order number locator, the Vendor ID locator and purchase order discovery are used. For the best results, use a value of 0 only when the Execute purchase order discovery option is disabled. Experiment with other values to find a healthy balance between successful results and acceptable processing performance. Use extraction benchmarks to test and compare different values.

You can disable purchase order discovery by following these steps:

  1. Open the locator properties.
  2. Click the Settings tab.
  3. Ensure that your Purchase order number locator returns successful results.

    Confirm this by thoroughly testing the locator before it is used as input in this locator.

  4. In the Purchase Orders group, clear Execute purchase order discovery.
  5. Test your locator and perform extraction benchmarks to ensure that disabling this option improves results.
  6. Optionally, click Close to close the locator properties window.
  7. Save the changes to your project.