Table Extraction for costing Element

Navigate to Settings → Document Processing → Classification and Extraction

Note: To enable table extraction for Costing Elements, you must first import the relevant Costing Element table into DocBits. Without this configuration, users will encounter the following error when opening a document:

"Costing elements are not properly configured. Please ask your admin to configure it."

Steps to Import Costing Elements from M3

  1. Access PPS280 in M3:

    • From the M3 homepage, press Command + R and search for PPS280.

    • Select any/all lines from the results.

  2. Export the Data:

    • In the next menu, click TOOLS → Export to Excel.

    • Choose Export All Rows, then press EXPORT.

  3. Modify the Excel File: Open the downloaded Excel file and make the following changes:

    • Rename columns:

      • Column A → costing_element

      • Column B → description

      • Column H → charge_operator

      • Column J → charge_type

      • Column K → distribution_method

      • Column L → distribution_type

      • Column N → charge_sequence_number.

        • Enter the appropriate sequence numbers.

        • If left empty, the system will default to 10.

    • Remove all other columns that are not listed above, even if they contain data or are not empty.

  4. Visual Example – Before and After: Below are examples of the Excel file before and after applying the required modifications:

    • Before Modification:

    • After Modification:

  5. Convert to CSV:

    • Save the modified Excel file as a .csv

  6. Upload to DocBits:

  • Go to Settings → Document Processing → Master Data Lookup

  • Click on the Plus next to imported

  • Fill in the required informations

    • Data Type: costing_element

    • File: Select your modified .csv file

    • Delimiter: comma

    • On Conflict: Choose a conflict resolution strategy

    • Auto-generate ID: Make sure this option is checked

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