The XML profile settings dialog: Identifiers tab

To access this dialog:

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

  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.

Alternative method 1

  1. 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.
  2. Select Save as new XML profile or Edit XML profile settings.
  3. Select the Identifiers tab.

Alternative method 2

  1. 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.
  2. Select Save as new XML profile.
  3. Select the Identifiers tab.

Use the settings in this dialog when creating a new XML invoice profile during optimization or editing/viewing the settings for an XML invoice profile.

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
  • Structure
Add Opens the Add a new identifier dialog in which a new identifier can be specified.
Remove Removes the selected identifier.
Edit Opens the Modify identifier dialog in which the selected identifier can be modified.
Test identifiers on current XML invoice > Run The identifiers that have been specified are run against the XML invoice source file to see if they are found there. A new dialog is displayed that lists the identifiers, the identifier type, and the identification score per type.
Test identifiers on all XML invoices in the system > Run The identifiers that have been specified are run against all XML invoices that are currently in the system to see which ones they are found in. This makes it possible to determine if the identifiers are sufficient to single out the XML definition/profile for the invoice. A new dialog is displayed that lists the invoice ID, the invoice definition ID, the XML profile, the XML definition, and the identification score for each XML invoice.

This dialog has other settings.