Improve buyer identification
There are two ways you can improve buyer identification (and hence the interpretation of invoices):
- Add fields to identify buyer
- Create buyer variations in the master data
Add fields to identify buyer
The default fields used to identify buyer are Name1, Name2, NameSupplement1, NameSupplement2, and VATRegistrationNumber. You can add other fields to this list using the BuyerExtraIdentifierFields setting in Eiglobal.ini (see INI file help for more information). You should only use this setting when you know that the field(s) you add uniquely identify a buyer.
Create buyer variations in the master data
You can improve the identification of buyers by creating variations of the buyer entry in the master data. As the buyer name is not always printed and/or spelled the same on every invoice, entries in the master data to cover these variations helps Kofax ReadSoft Invoices to identify the buyer.
For example, consider a fictional German buyer, Häckel und Weiss GmbH. The entry in the master data may be "Häckel und Weiss GmbH". However, suppliers may write this name differently, such as "Häckel und Weiss", "Haeckel und Weiss GmbH", or use others. The name may also appear as an entity name used internally, such as "Company 1234". If you add these variations to the master data, the buyer is more easily identified when processing invoices that contain these different names.