Connecting fields to master data

An administrator can connect fields to master data which is used to suggest and validate field values during verification and coding. This makes it easier to work with invoices because you can choose values from an autocomplete box rather than remembering and typing entire values.

Suggesting field values (autocomplete)

When you type a field value on a field that is connected to master data, an autocomplete box appears below the field with suggested values to choose. The suggested values that appear come from the master data, and they are filtered as you type. During verification for example, the Supplier box can be populated with suppliers from master data, and if you type the letter S, only suppliers that contain the letter S appear, making it easier to find the supplier you are looking for. We call this feature field suggestions or autocomplete.

Autocomplete displays the most relevant results first by displaying exact-phrase matches first. Exact-phrase matches are followed by matches that begin with the search phrase. Lastly, fuzzy matches are displayed. For example, if you type "food supply", in a supplier field, the first result would be a supplier named "food supply". After that, suppliers beginning with "food supply" would appear in the autocomplete list, for example "food supply depot" and "food supply central". Later in the autocomplete list, suppliers containing only the word "food" or "foods" or "supply" may appear, for example "Foods Mart" or "Part Supply".

Validating field values

When configuring fields to use autocomplete, you can optionally specify that the values provided in the master data are the only acceptable values for a field. In other words, if a fields does not match any master data exactly, it is marked with a validation error ().

Troubleshooting

Master data items must have unique values. Extraction issues can occur if multiple master data items have the same value.