Is it possible to edit header fields in Dooap? How can header fields be customized?
It is possible to set up to three custom header fields which will be displayed to all invoice handlers. If you are interested in customizing the header fields, please contact your Dooap consultant or send a service request to support@dooap.com. We will assist with the custom field set up and simultaneously we'll ensure, that the systems capabilities are fully utilized. Once the plan has been agreed, the Dooap team will perform the configuration in Dooap or D365.
Please notice:
- Only users with EditHeaderData permission are able to make changes to the fields.
- The fields can be configured to automatically fetch data from a specific XML element during import.
- To map invoice XML data to a custom field during invoice import, the element should be carefully defined. Information needs to be systematically scanned to this element.
- The custom data can be sent to a free D365 field when transferring the invoice to payment.
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To transfer custom field contents from Dooap to D365, a free invoice header field should be provided for both NPO and PO invoices. This can be a standard field or custom one.
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- Depending on your import procedure, introducing new elements to the OCR/scanning process may incur additional processing costs.
Examples
- A vendor is sending invoices for different delivery address/buyer reference/handler, etc.
- Mapping can be added to fetch additional information from the XML data and show it in the header field to help users handle the invoice correctly.
- Mapping can be added to fetch additional information from the XML data and show it in the header field to help users handle the invoice correctly.
- An invoice is coded to a certain project/fixed asset/department, etc.
- Information can be added to the custom field by hand and delivered to D365 to be used for 3rd party analytics or to assist in the payment process.
- Information can be added to the custom field by hand and delivered to D365 to be used for 3rd party analytics or to assist in the payment process.
- An invoice is received through scanning service/vendor portal/e-invoice/manually.
- Origin can be fetched from the XML data and delivered to D365 in the background to compare pipeline throughput. Custom field can be hidden from user's view.