Fuzzy Data Configuration with Master Data

Overview

Each document type has its own default configurations and must be set up separately. While this example explains the setup for Invoices, the same process applies to all document types.

To configure Fuzzy Data, navigate to:

Settings → Global Settings → Document Types → Invoice → Fields → Master Data Settings → Lookup Master Data

Default Lookups

There are four default lookup groups for invoices:

1. Company Data

2. Purchase Order Header

3. Supplier

4. Tax Code

Each group contains specific fields. Click on a group to expand it and view the fields. Default lookup groups are labeled with a "Default" tag.

Lookup Configuration Status

• Active configurations are marked with an "Activated" tag.

• Deactivated configurations are marked with a "Deactivated" tag.

Prerequisite: Importing Master Data

For Fuzzy Data to function correctly, the relevant master data must be imported. Without this, the system has no reference data to use. Here is how to import master data:

Managing Lookup Groups

Each lookup group is activated by default but can be modified by clicking the three dots:

• Deactivate → Deactivates a group. (Only available for activated groups)

• Activate → Deactivates a group. (Only available for deactivated groups)

• Duplicate → Creates a copy that can be modified without affecting the original.

• View → Displays information such as the document type it belongs to and the lookup table it uses. (Only available for default groups)

• Edit → Available for non-default groups. Allows modifying group details.

• Delete → Removes the group entirely. (Only for non-default groups)

Creating a New Lookup Configuration

There are two ways to create a lookup configuration:

1. Duplicate an existing lookup

   

   • This copies all information and fields from an existing group.

   • You only need to provide a new name.

2. Create a lookup from scratch

   

   • Click "Create Lookup Configuration".

   • Fill in the required details:

     • Configuration Name

     • Lookup Table (Master Data Table to be used)

     • Conflict Handler (Choose one: Best Score, Return None, Return First)

     • Context Type (Header or Line) need context

     • Match All (Checkbox option) need context

Managing Fields Within a Lookup Group

Each group contains fields that can be added, removed, edited, or viewed, depending on whether they are default fields or custom fields.

Default Fields

• Marked with a "Default" tag.

  
• Can only be viewed, not edited or deleted.

Non-Default Fields

• Can be edited or deleted by clicking the three dots and selecting Edit or Remove.

Adding a New Field

Note: You can create fields inside a default Lookup configurations.w

To add a new field within a group:

1. Click "Create" inside the relevant group.

   
2. Provide the following details:

   • Lookup Field → Column name from the master data lookup table.

   • Validation Field → Corresponding DocBits field.

   • Parent Field → (More details needed)

   • Search Operator → Choose one:

     • Smart

     • Contains

     • Exact

     • Starts with

     • Ends with

   • Checkboxes:

     • Auto Trigger → When enabled, if another field in a different lookup configuration shares the same column, this field will update automatically whenever the other field is updated

     • Searchable → Enables the field as a Fuzzy Data field, allowing searches in the master data lookup (blue icon in validation screen).

Final Step: Adding Fields to the Layout

After configuring Fuzzy Data fields, make sure to add them to the layout using the Layout Builder. If fields are not added to the layout, they will not be available for use.