The Field profile dialog: Options settings

To access this dialog:

  1. Using Manager, open the invoice profile.
  2. If you are going to edit the settings, make sure the invoice profile is inactive.
  3. Open the field profile.
  4. Click Options.

These settings are available when you add a single item field profile or add a barcode field profile:

Occurrence* The field can occur on the first page, the last page, on both these pages, or, in rare cases, on neither.
Activation* Specify whether Interpret searches for the field on all invoices.
Treatment* Specify if the field:
  • is not interpreted.
  • is not verified. Note: There are potential problems using the No verification setting.
  • is shown in Optimize.
  • is present the field value is set to 1.
  • is always interpreted in freeform mode, meaning Interpret searches the first and last pages of the invoice for the field. This is helpful in those cases where a field may not always appear in the same location on the invoice.
  • affects the status of the invoice in Verify.
  • has a unique value for the supplier.
  • is read-only (not editable) in Verify.

Field sorting* Specify if the value of this field can be used for sorting invoices to be processed by Verify and Transfer.

* Setting is also saved in the invoice definition.