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
Access PPS280 in M3:
From the M3 homepage, press
Command + R
and search for PPS280.Select any/all lines from the results.
Export the Data:
In the next menu, click TOOLS → Export to Excel.
Choose Export All Rows, then press EXPORT.
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.
Visual Example – Before and After: Below are examples of the Excel file before and after applying the required modifications:
Before Modification:
After Modification:
Convert to CSV:
Save the modified Excel file as a
.csv
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
fileDelimiter:
comma
On Conflict: Choose a conflict resolution strategy
Auto-generate ID: Make sure this option is checked
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