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:
- Using the Manager module, select .
- Click the XML invoice profiles tab.
- 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.
- Select the Identifiers tab.
- Click the Run option for Test identifiers on current XML invoice or Test identifiers on all XML invoices in the system.
- 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.
- Select Save as new XML profile or Edit XML profile settings.
- Select the Identifiers tab.
- Click the Run option for Test identifiers on current XML invoice or Test identifiers on all XML invoices in the system.
- 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.
- Select Save as new XML profile.
- Select the Identifiers tab.
- Click the Run option for Test identifiers on current XML invoice or Test identifiers on all XML invoices in the system.
Alternative method 1
Alternative method 2
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:
|
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. |