New Fields with Charges
Step 1: Access the Field Settings
1. Navigate to Fields:
• From the main dashboard, click on the “Fields” option located in the sidebar.
• This will open the Field Settings page where you can manage document types and recognition settings.
2. Select Document Type:
• Under the “DOCUMENT TYPES” section, select the specific document type you wish to add or modify a field for.
![](https://docs.docbits.com/~gitbook/image?url=https%3A%2F%2F578966019-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FT2n2w4uDCJvv7CJ5zrdk%252Fuploads%252FusA6zqxKbqyB6tNFTvRI%252FBildschirmfoto%25202024-06-07%2520um%252017.00.52.png%3Falt%3Dmedia%26token%3D45297d40-71df-4c69-9a24-aecc6a933ec4&width=768&dpr=4&quality=100&sign=899de74a&sv=1)
![](https://docs.docbits.com/~gitbook/image?url=https%3A%2F%2F578966019-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FT2n2w4uDCJvv7CJ5zrdk%252Fuploads%252FcoviQ9ATbjEy24LJxYen%252FBildschirmfoto%25202024-06-07%2520um%252017.01.11.png%3Falt%3Dmedia%26token%3D7e312b4a-12b5-4ca6-b731-fb2c7aa9203c&width=768&dpr=4&quality=100&sign=c9e400c2&sv=1)
Step 2: Add a New Field
1. Open the Add Field Dialog:
• Click on the “Create Field” button located in the respective section (e.g., Invoice Details, Payment Details, Purchase Order).
2. Enter Field Details:
• A dialog box titled “Document field details” will appear.
• Fill in the required details:
• Name: Enter the name of the new field.
• Title: Enter a descriptive title for the field.
• Select field type: Choose the appropriate field type from the dropdown menu.
3. Enable Charges Element:
• If this field is associated with a charge, check the “Enable charges element” box.
4. Select Costing Mapping:
• Upon enabling charges, a dropdown menu will appear.
• Select the appropriate charge type from the list (e.g., ADD ON - ORIGIN, FUEL SURCHARGE, TOTAL FREIGHT).
Step 3: Save the New Field
1. Save Settings:
• Click the “SAVE” button to add the new field with the specified charge mapping.
• If you need to make changes, click the “BACK” button to return to the previous screen.
2. Finalize Field Creation:
• After saving, the new field will appear in the list under the specified document type.
• Ensure that the OCR and Match Score settings are configured as needed for accurate recognition.
3. Complete the Setup:
• Once all desired fields are added and configured, click the “Save Settings” button at the bottom of the Field Settings page to apply your changes.
Additional Notes
• Required Fields:
• If a field is mandatory, check the “REQUIRED” box next to the field name.
• Editing Existing Fields:
• To edit an existing field, click on the field name, update the details, and save the changes.
• Reassign Field Group:
• Use the “Reassign Field Group” option to change the grouping of fields if necessary.
• Master Data Settings:
• For advanced configuration, access the “Master Data Settings” to manage overall field and document type settings.
Last updated