Fuzzy Data

Overview

Fuzzy Data fields allow users to populate related fields based on approximate matches from master data. These fields are identified by a blue icon next to them.

Functionality

What Do Fuzzy Data Fields Do?

• They populate related fields based on their value or input.

• The three standard fields using Fuzzy Data are:

  • Purchase Order

  • Supplier

  • Vendor ID

Using Fuzzy Data Fields

1. Selecting a Purchase Order

   • Clicking the blue icon next to the Purchase Order field opens a selection window.

     
   • This window contains a table with all purchase orders from the master data lookup table.

   • Enabling the "Display all columns" option shows additional details.

   • Select a Purchase Order and click Proceed:

     • If the system finds a Purchase Order in the document, it filters for it automatically.

     • If no match is found, you can create custom filters to find the correct Purchase Order.

     • Multiple filters can be added; enabling "Match all filters" ensures that all conditions must be met.

     • Available filter options:

       • Smart

       • Contains

       • Exact

       • Starts with

       • Ends with

   • A button next to Proceed allows users to create a new task/notification.

2. Selecting a Supplier or Vendor ID

   • The process is the same as for Purchase Orders.

   • The difference is that Supplier and Vendor ID fields use the Supplier Master Data Table instead of the Purchase Order Header Master Data Table.

Field Population Hint

• If a field is populated using Fuzzy Data rather than being extracted from the document, a small hint or info icon appears to indicate that the data was not extracted from the document but filled based on master data.

Administrator Configuration

Fuzzy Data Configuration with Master DataFuzzy Data Configuration with List of Values