Use Alias Groups to specify which fields uniquely identify a supplier.
When Coins ERP+ processes a scanned image, it checks which layouts include all of these fields. For each layout, it then examines the image to identify these fields on the image.
Based on those fields, the process associates the image with a Coins ERP+ record and a layout.
Currently this only works for Accounts Payable invoices.
Add an alias group named REGION:VENDOR_01.
In the Description field, enter a comma-separated list of the fields that will uniquely identify a supplier; for example: supplier name, supplier ZIP code, and phone number.
OCR Alias Groups Browse
Available Fields
Field | Description |
avm_vatregno | VAT/GST Registration Number |
ain_supref | Suppliers/Vendors Reference Number |
ain_idate | Invoice Date |
ain_curr_vat__1 | VAT/GST Amount |
ain_cur_net__1 | Net Amount |
ain_cur_gross__1 | Gross Amount |
avm_add__1 | Address Line 1 |
avm_add__2 | Address Line 2 |
avm_add__3 | Address Line 3 |
avm_pcode | ZIP code |
avm_email | Supplier's/Vendor's Contact Email Address |
avm_fax | Supplier's/Vendor's Fax Number |
avm_phone | Supplier's/Vendor's Telephone number |
coc_name | Supplier/Vendor Name |
odh_num | Purchase Order Number |
If you need more than one group (for example, if some suppliers' invoices show different identifying information), name them REGION:VENDOR_02, REGION:VENDOR_03 and so on.