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