The XML Identifier Matching results dialog

This dialog appears both when creating or editing/viewing an XML profile.

Use the settings in this dialog to add identifiers to an XML profile.

To access this dialog:

  1. Using the Manager module, select Plugins > XML Maintenance.
  2. Click the XML invoice profiles tab.
  3. Right-click the XML invoice profile that you want to edit and select Edit XML profile settings or right-click the XML profile that you want to use as the basis for the new invoice profile, and select Save as new XML profile.
  4. Select the Identifiers tab.
  5. Click the Run option for Test identifiers on current XML invoice or Test identifiers on all XML invoices in the system.
  6. Alternative method 1

  7. While optimizing an XML invoice definition in the XML mapper, right-click the name of the current XML invoice profile at the top of the screen above the tabs to the right in the window.
  8. Select Save as new XML profile or Edit XML profile settings.
  9. Select the Identifiers tab.
  10. Click the Run option for Test identifiers on current XML invoice or Test identifiers on all XML invoices in the system.
  11. Alternative method 2

  12. While optimizing an XML invoice definition in the XML mapper, right-click the name of the current XML invoice definition at the top of the screen above the tabs to the right in the window.
  13. Select Save as new XML profile.
  14. Select the Identifiers tab.
  15. Click the Run option for Test identifiers on current XML invoice or Test identifiers on all XML invoices in the system.

Settings in dialog when matching XML identifiers to the current invoice:

Heading Description
Identifier Lists the text that is used as the identifier.
Type Indicates the type of the identifier. Three identifier types are available:
  • NameSpaces
  • Root
  • Node/Structure
Match Result Displays the identification score for each identifier in the current invoice (identifier found = 1, identifier not found = 0)

Settings in dialog when matching XML identifiers to all invoices in the system:

Heading Description
Invoice ID The ID number for the invoice in the system.
Invoice definition ID The ID number of the XML invoice definition that the invoice belongs to.
XML profile The name of the XML profile the invoice belongs to.
XML definition The name of the XML definition (if any) that the invoice belongs to.
Match result The identification score for the XML invoice for each XML profile in the system.