I have a BU Master DB with OrgNo column in it. For Eg. "ABC INC" with BUCODE "123" AND OrgNo "11". Also there is one more "ABC INC" with BUCODE "456" and OrgNo "22" in database. I have a differenr field "OrgID" whose value captured from form is "11", which is nothing but a OrgNo.
I want OrgID to match with OrgNO and picke up the right vendor with right BUCODE.
ie if OrgID = "11" (which is captured from form) , then it should match OrgNo "11" of master database column and pick up the right vendor "ABC INC" with BUCODE "123" .
It should not pick up "ABC INC" with BUCODE "456" and OrgNo "22".
Please tell me how to accomplish this.
Thanks.
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6 comments
Hello,
If I have understood you right, you need to:
1) Add the column "OrgNO" to the dataset "Buisness Units" and map it to the database column.
2) modify the rule "Business unit must be found in database" of the invoice project. Add the Field OrgID to it and bind it to the OrgNO column of the dataset
Please let me know if this has worked or you have any further questions on how to do this.
I have document field captured "OrgID" which is nothing but should match "OrgNO" of database field and pick up the right vendor.
For eg. consider database as follows.
ORGNAME ORGCODE OrgNo
ABC INC 123 11
SLR INC 345 11
ABC INC 567 22
PQR INC 786 33
Now one of the field captured from document form is "OrgID"
While recognizing invoices ,it should consider "OrgID" of document field to match across database field :OrgNo" so as to pick up right vendor.
Vendor pick up should be based on value of document captured field "OrgID" which should match with "OrgNo" of the database field so as to pick up right vendor.
If value of "OrgID" = "11", then it should pick up vendor with "OrgNo" = "11" of the database column and so right ORGNAME "ABC INC" WITH CODE " 123" .
It should not pick up vendor with OrgNo " 22" wirh ORGNAME "ABC INC " WITH CODE " 567 " as it is different , while recognizing invoices.
There are other BUs also with "OrgNo" =11 as shown in above database table.
So i want to match document field captured "OrgID" to database column "OrgNO" .
I have creaeted "CompNo" in vendor dataset column just to map it with database field "OrgNo" in
Please tell me solution if i have not understood.
The thing is, Vendor does not have BUid and that got me confused.
So you need to pick up vendor that matches with document not only by Name and VATID, but in addition by some fields called "orgNO", right?
Since you have already created "CompNo" in vendor dataset column, you need to.
1) Open Document Definition Editor for invoice definition
2) Go to Document Definition >Document Definition Properties > Rules.
3) Choose "Owned by ... invoice and its Children"
4) Below navigate to the rule Invoice Layout > Vendor > Vendor must be found in database
5) In the rule settings click Add...
6) Choose document field OrgNo
7) Choose database field CompNo
8) Comparision type most likely be "Exact"
9) Choose other settings and save the rule and the Document Defnition
Please let me know if this has worked
Hi Alexey, You mean to say to compare document field "OrgID" to database field "CompNo" by exact comparison. I did as you said and But it is only throwing an error after unmatch . I do not want error to be shown but it should pick up appropriate vendor as that value is available in database. Like documents field OrgNo has a value 123 and ABC vendor has OrgID with 123 as well as 456 in database. So it should pick up ABC vendor with OrgID value 123. It should not only compare but should also select that vendor with value as it is available in database. Consider that OrgNo document field value is compulsorily available in database, and it should take part in vendor selection process. I do not want error to be shown but should pickup vendor with OrgID as it is available in databases. What to do to accomplish this?
Can we use concept of Business Unit?If yes, please let me know.
Thanks for your help.
Hello,
Thank you for your patience.
Please do the whole list of instructions i wrote again:
0) Add the column "OrgID" to the dataset "Vendors" and map it to database field "CompNo".
1) Open Document Definition Editor for invoice definition
2) Go to Document Definition >Document Definition Properties > Rules.
3) Choose "Owned by ... invoice and its Children"
4) Below navigate to the rule Invoice Layout > Vendor > Vendor must be found in database
5) In the rule settings click Add...
6) Choose document field OrgNo
7) Choose database field CompNo
8) Comparision type most likely be "Exact"
9) Choose other settings and save the rule and the Document Definition
If this does not help you, the issue needs deep investigation in your regional techsupport.
They will need from you:
1. Your exact FC version. (Project setup station > Help > About)
2. Your project (Project setup station > Project > Extract project Select the checkmark "Extract datasets")
3. Some sample documents to reproduce the issue
Thanks very much Alexey but looking for more
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