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".

You can also use master-data to specify which values appear for selection in coding field boxes.

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 ().

Connecting fields to master data

Connecting master data to a field for field suggestions and validation requires three steps:

  1. Create an XML file that defines the master data. You can use pre-defined master data types for suppliers, currencies, supplier banks and general-ledger accounts, or generic master-data objects for other fields.
  2. Locate the field you want to connect to the master data in the Document field dialog, and click  . Use the dialog that appears to specify your settings.
    • Use master data to suggest field values - determines whether master data is used to suggest field values for this field.

      Using master data to suggest field values

      The master data appears as in the drop-down list.

    • Use master data to validate the field value - determines whether master data is used to validate the field value.
    • When using generic master-data objects, note the Type name of the field. You must specify the Type name as the Master data type in the next step. The Type name tells ReadSoft Online which fields and master data correspond to each other.

      The Type name connects the field to the master data

      The Type name connects the field to the master data.

  3. Use Online Connect to upload the master data to ReadSoft Online.