Add field types used in the torget invoices to the translation file for the user's language
This topic describes one part of the process required to be able to translate the names of invoice fields on foreign invoices to the language of the user. An alternative location for the user's translation file needs to be specified, and the translation of invoice field names also needs to be enabled for specific users.
For example, a Swedish company outsources the processing of its invoices to someone in Poland, but since the invoices are in Swedish (that is, they are based on the Swedish country profile), Polish Verify operators will most likely not understand the names of the fields on the invoices being processed.
To add field types used in target invoices to the translation file for the user's language, complete the following steps:
- In Manager, click the
Invoice profiles object bar, expand the desired
invoice profile (a Swedish one in this case), and
Field profiles under it to see a list of the
fields it contains. The names of the field profiles listed are in the language
of the country profile the
invoice profile is based on (Swedish, in this case).
Note that the following steps must be performed for each field name you want to translate.
- Double-click the desired field in the list from step one to open the General page of its properties dialog. Note the name of the Field type listed. For Swedish, the name of the first field in the list is Faktura/Kredit, and its field type is InvoiceCredit. Note that the field-type name here is always in English regardless of which country profile is used.
- In Windows Explorer, navigate to the alternate folder that was created for translation files, and open the translation file for the user's language (rsipolish.xml, for this example).
- At the end of the file (for
ease of finding later, if needed), add these two lines prior to the
</translation> tag at the end of the file:
Note for this example that the first line would be <OT>InvoiceCredit</OT>, and the second line would be <TT>Faktura/NotaKredytowa</TT>
<OT>Name of the file type noted in step two </OT> <TT>Desired translated name in the user's language</TT>
- Save the file.
Note that these translations then apply to all foreign invoices that use the translated field type name regardless of which country profile is used. For example, the French country profile also contains the InvoiceCredit field type used in our example. So in this case, if the Swedish company that sends their invoices to Poland for processing receives invoices from a French company, the field will automatically be translated into Polish for those invoices as well.
Tip: To ensure that field names translated in this way for the target language are consistent with the corresponding field-type names used in the country profile of the user, open an invoice profile in that language (Polish, in this case) and check the names used there. However, note that the same field types are not used in all invoice profiles meaning that you may not find the one you are looking for there. The same is true if custom field types are used. They need to be added to the translation file for the target language in the same way as is described above.