The Add/Edit customer dialog
Use these settings to edit the customer of the current document.
To access this dialog in AP Essentials Office while verifying a document: Click or .
Use these settings to edit the customer of the current document.
| Name, Customer number, etc. | The
master-data fields used to describe the customer.
Clicking Customer name or Customer number displays a dialog you can use to find and select a customer. |
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| Blocked |
Determines whether the customer is blocked. |
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| Allow complete documents to bypass verification |
Determines whether documents without validation errors are sent directly to the target system without verification. Learn more. Office users with the Change bypass verification setting privilege can change this setting. In Admin Center, administrators with the Manage accounts privilege can change this setting. |
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| Exclude customer from automatic identification | When selected, the customer is not used for customer identification; however, it is available for
selection during verification. This is helpful if you have multiple customers with the same name, and you want to designate a
preferred customer by excluding the other customers from automatic identification.
Example Assume you have three customers with the same name, but different addresses.
In this example, the first customer is our preferred customer because almost all of the documents come from the US customer. Therefore, we select Exclude customer from automatic identification on the other two customers. The result is that Tungsten AP Essentials identifies documents from Polychemtex USA correctly, and documents from the other locations will not have the customer selected during verification. In the rare occasions that an document is received from one of the other two customers, you can simply change the customer during verification. All users can change this setting regardless of their privileges. Even users who are not allowed to update master data can change this setting. |
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| Lock online learning | Locks online learning of documents from the displayed customer at the current state. Select this setting to prevent verification changes from having a detrimental effect on documents that already have high identification and extraction rates. If you enable this setting, and deselect it at a later date, online learning resumes. AP Essentials Office users must have the Change lock online learning setting privilege to change this setting during verification. |
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| Save | Saves the customer information. | ||||||||||||||||
| Cancel | Closes the dialog. |