Documentation/ Reading correction rules/ Discarding lines that are not items
Discarding lines that are not items
The document holds lines that do not correspond to goods: separators between sections, headings or subtotals. They are saved as items and, in the case of subtotals, they duplicate amounts.
On this page
Symptoms in the documents
- Items with descriptions that do not correspond to products, always the same ones.
- Subtotals that make the lines add up to more than the net amount.
- The catalogue builds up entries that correspond to no purchase.
How the rule works
Where the description or the code matches the text configured, the line is marked as discarded.
A discarded line is not deleted: it stays in the document, stops counting towards the totals and can be brought back.
Protection for lines carrying an amount
By default the rule does not discard any line that carries an amount. That protection is only switched off once it has been confirmed, document by document, that those lines are subtotals and that discarding them is correct.
The matching text is configured tightly. Discarding on a partial match can affect correct lines that share a word, so the usual requirement is that the description matches exactly.
Documents the rule applies to
The rule applies to documents processed after it is switched on. Documents already loaded are not changed: to put those right they have to be processed again or edited by hand.
How to request a correction rule
Rules are created by talking to Dijit IA. Two things are needed:
- The reference of a document where the error shows, the number in the list's ID column. The rule is built from that document, which has to belong to your company and have its supplier identified.
- The wrong figure and the right one, stating the line and the field. A precise description saves the back and forth: "the quantity is saved as 0 on every line and should be taken from the units column" works; "it does not read it properly" does not.
Dijit IA creates the rule for your company and says in the conversation what it has done. A document belonging to another company on the account cannot be used to create one.
Afterwards, check the result on that supplier's next documents. A rule that cannot find the figure leaves the document unchanged, so the risk is not that it fails: it is that it gets something wrong.