DocBits- IDP for Infor ERP
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  • Overzicht en basisprincipes
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    • Eindgebruikerssectie
      • Dashboard
        • Dashboard Tools
        • Documenten Samenvoegen
        • Documentstatus
        • Documenten Filteren
        • Overzicht van Geüploade Documenten
        • Taakenteller
        • Gevalideerde Geëxtraheerde Velden
        • Documentflow
        • Problemen oplossen
        • Toetsenbord Sneltoetsen
      • Taken
      • Advance Shipment Dashboard
      • Dashboard voor inkooporders
      • Factuurdashboard
      • Shipment Order Dashboard
      • Gebruikersconfiguratie-opties
      • AI Tabel
        • AI Tabel Tags
      • Validatiescherm
        • Vage Gegevens
        • QR-codes
        • Toetsenbord Sneltoetsen
      • Doel en Gebruik
      • Inkooporder Matching
        • Automatische Afstemming van Inkoopordergegevens
        • Leverancier Artikelnummer Map
        • Toetsenbord Sneltoetsen
      • Boekhouding voor Kostfactuur en Indirecte Verkoop
      • Hoe Documenten te Importeren
        • FTP
        • Handmatige Import
        • Webhook
        • E-mail
          • IMAP
          • OAuth Office365
      • Technische Ondersteuning in DocBits
        • Maak een ticket aan
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        • Geverifieerde Documenten
        • AI Table
        • Master PO Matching met DocBits
      • Ons Document Prioriteit Systeem
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    • Partner Sectie
      • Factuurautomatiseringstest met DocBits
  • Administratie en instelling
    • Instellingen
      • Global Settings
        • Bedrijfsinformatie
          • Defining App Color in Company Settings
        • Groups, Users and Permissions
          • Gebruikers
            • Modifying User Details
            • Admin Privileges
          • Suborganisaties
            • How to create a Sub-Organization
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            • Purpose and Use
            • Adding/Editing Groups
            • Machtigingen activeren
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        • Integration
          • API Key
          • API Calls and Examples
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          • Configuring Single Sign-On (SSO)
            • Infor SSO Configuration
              • V1
              • V2
              • Azure SSO
          • Identity Service Provider Configuration
          • Best practices
          • Troubleshooting Common Issues
        • Documenttypes
          • Purpose and Scope
          • Adding/Editing Document Types
          • Activation
          • Customization Options
          • Best Practice
          • Troubleshooting
          • Layout Manager
            • Purpose and Use
            • Navigeren in de Lay-outbeheerder
            • Configuring Field Properties
            • Using the Template Preview
            • Save and apply changes
            • Best practices
            • Troubleshooting
          • Document Sub Types
          • Creating a new Sub Type
          • Configure subtypes
          • Using Actions
          • Best Practices
          • Tabelkolommen
            • Purpose and Use
            • Adding a new Column
            • Editing and deleting columns
            • Best practices
            • Troubleshooting
          • Velden
            • Purpose and Use
            • Configuring Field Properties
            • Setting Validation and Match Score
            • Velden Toevoegen en Bewerken
            • Best practices
            • Troubleshooting
            • New Fields with Charges
          • Modeltraining
            • Purpose and Use: Model Training
            • Import Data: Model Training
            • Manage training data
            • Testing the model
            • Best practices
            • Troubleshooting
          • Regex
            • Purpose and use
            • Creating a Regex Pattern
            • Editing and Saving Regex Patterns
            • Best practices
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          • Script
          • Script Activation and Management
          • Testing Scripts
          • Purpose and Use
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          • Best Practices
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          • e-docs
            • Purpose and Use
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            • Using the XSLT Editor
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            • XRechnung
              • Standard Preview
            • Mapping XRechnung in DocBits
              • TOML Export
            • EDI 810 (Invoice) Mapping
            • EDI 850 (Purchase Order) Mapping
            • EDI 855 (Purchase Order Acknowledgement) Mapping
            • EDI 856 (Advance Shipment Notice) Mapping
            • Peppol BIS Billing 3.0
            • eSLOG 1.6 en 2.0
          • Meer Instellingen
            • Purpose and use
            • Best practices
            • Troubleshooting
            • Behandeling van dubbele documenten
            • Goedkeuringsstempel
            • Supplier Item Number Map - Admin Documentation
            • Aankooporder tolerantie-instellingen / Extra aankooporder tolerantie
            • Aankooporder uitschakelen statussen
            • PO-tabel in Layout Builder
            • Automatische controle op PO-updates
            • Eenheidsprijs PO berekenen
            • Export niet gematchte PO-regels
        • E-mailmelding
          • Configuring Notifications
          • Managing Notifications
          • Best Practice
          • Troubleshooting
        • Custom Filters
        • Dashboard
          • Customizing Filters
      • Documentverwerking
        • Documents Expiry
        • Importeren
          • Test: Multi Email Import and Handling Tests
          • Test: Email Import and Handling Tests
          • Test: FTP Import Connection
          • Test: File Import 1
        • Regelbeheerder
          • TransactionConfig Pro Template
            • Case 1, 2, 3: Quantity and Unit Price Within Tolerance
            • Case 4, 5: Quantity Within Tolerance, Unit Price Outside Tolerance (Approved)
            • Case 15: Charge Line - Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Header Charge - Charge Per Unit Outside Tolerance (Approved)
            • Case 12, 13: Header Charge - Charge Per Unit Within Tolerance
            • Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Charge Line - Charge Per Unit Outside Tolerance (Approved)
            • Charge Per Unit Within Tolerance
            • Case 11b: Quantity Outside Tolerance (Positive Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 10b: Quantity Outside Tolerance (Negative Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 8b, 9b: Quantity Outside Tolerance (Approved), Unit Price Outside Tolerance (Approved)
            • Case 11a: Quantity Outside Tolerance (Positive Rejected), Unit Price Within Tolerance
            • Case 10a: Quantity Outside Tolerance (Negative Rejected), Unit Price Within Tolerance
            • Case 7: Quantity Within Tolerance, Unit Price Outside Tolerance (Positive Rejected)
            • Case 6: Quantity Within Tolerance, Unit Price Outside Negative Tolerance (Rejected)
            • Case 8a, 9a: Quantity Outside Tolerance (Approved), Unit Price Within Tolerance
            • Case 15: Header Charge - Charge Per Unit Outside Tolerance (Rejected)
            • Tax Lines
        • Ocr-instellingen
        • Classificatie En Extractie
          • Tabelextractie voor kostenelement
          • Auto extract belastingcode
        • Master Data Lookup
        • Lijst van Waarden
        • Exporteren
        • Module
          • Annotatiemodus
          • Approval Before Export
          • Doc Scan
          • Doc Script
          • IDM ACL Updater
          • Swiss QR Code
          • Auto Export if PO Matched 100%
        • Beslisbomen
      • Loginstellingen
        • Taakbeheer
        • Gegevenssynchronisatie
      • Leverancier Instelling
        • Leverancier Algemene Instellingen
        • E-mail Sjablonen Bewerken
        • Exportconfiguratie voor Leverancierportaal voor M3
      • API-Licenties
      • Cachebeheer
    • Workflow
      • Release
      • When
        • Card description
        • Document Operator for Sub-Organizations
        • Document Type Operation
      • And
        • Assigned User Condition
        • Checkbox Field Condition
        • Checkbox
        • Combined Price of Quantity Difference
        • Compare two fields
        • Compare with Purchase Order
        • Confirmed Delivery Date
        • Docfield is
        • Document Field Comparison
        • Document Field
        • Document Status Condition List
        • Document Type Operation one of
        • In Order Confirmation Purchase Order
        • Single Assigned User Condition
        • Single Document Status Condition
        • Supplier on Invoice
        • Text in field
        • Unit Price Combined with Fields
      • Then
      • Workflow Example: Conditional Export Trigger
      • Workflow Documentation
      • Standard Workflow
        • Above Max Amount
        • Cost Invoice - Export
        • Less than Max Amount
        • Purchase Invoice - 2nd Approval Quantity Export
        • Purchase Invoice - 2nd Approval Quantity
        • Purchase Invoice - 2nd Approval Unit Price Export
        • Purchase Invoice - 2nd Approval Unit Price
      • Material Ordering and Processing Workflow
    • Setup
      • Document Types
        • EDI Data Transformation Process
        • Layout Builder
        • Origin Layouts
        • Regex Manager
      • Document Training
        • Training Header Fields
        • Training Line Fields/Table Training
          • Adding New Columns
          • Advanced Settings
          • Defining Tables and Columns
          • Grouping Function
          • Manual Row Selection
          • Mapping Columns
          • Save and Delete Rules
      • Stream for Cloud Customers
      • Testing
        • PO Matching
        • Auto Accounting
          • LN
          • M3
      • Leveranciersportaal
      • WatchDog Installatie
  • Infor integratie en configuratie
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • How to import all suppliers
        • Tabelextractie voor kostenelement
      • Custom Master Data
    • Exporting in DocBits
      • Export Module
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Een IDM Mappingbestand maken
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
      • Exporting to IDM
      • Order Confirmation
      • M3
        • Handling Charges with Infor M3
        • M3 Configuration
      • LN
        • Exporteer Belastingcodes naar LN
        • LN Configuration
      • Page
  • Geavanceerde functies en tools
    • Scripting in DocBits
      • Calculating Total Charges Script for Docbits
      • Calculating Total Charges Script for Docbits
      • Delete lines with empty quantity and amount
      • Formatting Export Certificate Reference Numbers Script for Docbits
      • Functies
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
      • USD as Default Currency
    • Course
      • A Step-by-Step Guide
      • Connect DocBits with Infor SSO
      • Create your Custom App in Infor OS
      • Infor OS with DocBits API Integration
      • M3 Export
      • Sync Flex Dimensions: Infor to DocBits
    • Postman for DocBits
    • SQL Access
    • Leverancier- en Inkoopordergegevens importeren in DocBits vanuit CSV-bestanden
    • PowerBI
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On this page
  • Here are detailed explanations of the meaning and use of the listed settings in document processing to facilitate individual and controlled workflows:
  • Skip Table Validation:
  • Duplicate Document Detection
  • Design in Review Form:
  • Design Reject Form:
  • Design Template:
  • Export to IDM (Information Document Management):
  • Approval:
  • Purchase Order / Auto Accounting:
  • PO Table in Layout Builder:
  • Export not matched PO lines:
  • PO Tolerance Settings:
  • Additional PO Tolerance Settings:
  • Document Alternative Export:
  • PO Disable Statuses:
  • Importance for controlled workflows

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  1. Administratie en instelling
  2. Instellingen
  3. Global Settings
  4. Documenttypes
  5. Meer Instellingen

Purpose and use

PreviousMeer InstellingenNextBest practices

Was this helpful?

Here are detailed explanations of the meaning and use of the listed settings in document processing to facilitate individual and controlled workflows:

Skip Table Validation:

Purpose:

  • This setting allows you to skip validation of tables.

Use:

  • This is useful when using tables whose structure changes frequently or when validation causes unnecessary delays. Skipping validation can speed up processing, but this should only be used if data quality is otherwise assured.

Duplicate Document Detection

Purpose:

  • This setting enables the automatic detection of duplicate documents based on selected fields.

Use:

  • This tool is designed to prevent the same documents being processed twice, ensuring efficiency in the processing workflow.

Design in Review Form:

Purpose:

  • This setting allows you to design documents directly in review mode.

Use:

  • Useful for taking visual feedback and annotations into account during review and making design changes in real time. This improves the efficiency of the review process and allows designers and reviewers to work more closely together.

Design Reject Form:

Purpose:

  • This setting allows you to design the view of rejected documents directly.

Use:

  • Useful for taking visual feedback and annotations into account while making design changes in real time. This improves the efficiency of the review process and allows designers and reviewers to work more closely together.

Design Template:

Purpose:

  • Templates for standardizing document layouts and formatting.

Use:

  • Makes it easier to create consistent and professional documents. Companies can create their own design templates that follow brand guidelines and formatting standards, increasing efficiency and improving the appearance of the documents.

Export to IDM (Information Document Management):

Purpose:

  • This setting enables documents to be exported to an Information Document Management System (IDM).

Use:

  • This function is used to export documents directly from the creation or review system to an IDM system to store, manage and facilitate access to them centrally. This improves the organization and traceability of documents, ensures that they are kept securely and makes it easier to comply with compliance regulations.

Approval:

Purpose:

  • Document approval workflow.

Use:

  • Defines approval steps and responsibilities. This setting is critical for compliance with company policies and regulatory requirements. It ensures that all relevant parties have reviewed and approved the document before it is finalized. Once the document is finalized, it can be stamped with an approval stamp.

Design Approval Form:

Design Approval Form v2:

Design Second Approval form:

Purchase Order / Auto Accounting:

Purpose:

  • Automates the processing and posting of purchase orders.

Usage:

  • Facilitates the automatic creation and processing of purchase orders and their posting in financial systems. This saves time, reduces errors and improves efficiency in the purchasing and accounting process.

PO Table in Layout Builder:

Purpose:

  • Enables the integration of purchase order tables into the layout of documents.

Usage:

  • Designs purchase order tables directly in the Layout Builder and adapts them to specific requirements. This ensures a seamless and consistent design of documents containing purchase order information.

Export not matched PO lines:

Purpose:

  • Exports purchase order lines that do not match the existing purchase orders.

Usage:

  • Identifies and exports lines that may contain errors or require special review. This helps to detect and correct discrepancies before the orders are completed.

PO Tolerance Settings:

Purpose:

  • Defines tolerance limits for deviations in purchase orders.

Usage:

  • Determines how much deviation from the order is acceptable without requiring additional approval.

  • This include price or quantity deviations. This setting helps streamline the approval process and avoid unnecessary delays.

Additional PO Tolerance Settings:

Purpose:

  • These settings provide advanced configuration options for purchase orders (POs) to meet specific business requirements.

Usage:

  • You can set additional parameters and conditions for purchase orders, such as delivery terms, specific payment terms. This facilitates precise control and customization of the purchase order processes, thereby improving efficiency and accuracy in purchasing.

Document Alternative Export:

Purpose:

  • This setting allows documents to be exported in different formats or via alternative methods.

Usage:

  • You can specify in which formats (e.g. PDF, DOCX, XML) or via which channels (e.g. email, cloud storage) documents should be exported. This increases flexibility and allows documents to be exported according to the requirements of different recipients or systems.

PO Disable Statuses:

Purpose:

  • This setting allows certain statuses of purchase orders to be disabled or locked in order to control the workflow.

Usage:

  • Companies can specify which statuses should be disabled in certain situations to prevent orders from being edited or modified incorrectly. This is useful to ensure the integrity and consistency of the purchase order process.

  • For example, an order that has already been approved and released for delivery could no longer be processed or cancelled.

Importance for controlled workflows

Additional PO Settings:

Individual customization:

  • Allows the adjustment of the order settings to specific business requirements, which increases efficiency and accuracy in purchasing.

Controlled processes:

  • Supports the implementation of detailed purchasing rules and procedures.

Additional PO Tolerance Settings:

Efficient approval processes:

  • Minimizes unnecessary approval steps by setting clear tolerance limits.

Risk management:

  • Helps to identify significant deviations at an early stage and take appropriate action.

Document Alternative Export:

Flexibility:

  • Allows the export of documents in different formats that meet the requirements of different systems and recipients.

Efficiency:

  • Automates the export process, reducing manual work and errors.

PO Disable Statuses:

Process control:

  • Prevents unwanted changes or edits to orders that are already in an advanced status.

Security:

  • Protects the integrity of the ordering process and ensures that only authorized changes are made.