Documentation/ Reading correction rules/ Correcting the document or order number
Correcting the document or order number
A document can hold several numbers: the invoice number, the delivery note number, the order number and the customer code. This rule states which of them has to be saved, and in which field.
On this page
Symptoms in the documents
- The invoice number is saved where the process needs the delivery note number.
- The order number is left empty, or saved in the document number field.
- The number saved is the customer code, printed beside the real one.
How the rule works
The rule describes where the number sits in that document: by its format — number of digits, separators, prefix — or by the text in front of it. The value found is saved in the matching field: document number or order number.
The rule can be set to fill the field only when it is empty, so that it does not replace a correct value.
Behaviour when the figure is not found
If the rule does not find the number, the document is saved with whatever the AI read. The rule may not supply the figure, but it does not replace a correct value with an incorrect one.
Documents the rule applies to
The rule applies to documents processed after it is switched on. It can also be run over documents already loaded; that run is requested together with the rule. Figures corrected by hand are not changed.
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.