Setting up the method of PDF parsing (use case)

Standard PANTHEON users can use one of the two predefined options for PDF parsing: summarized by tax rate (vat-rate-invoice) or detailed by line item (line-item-invoice).

Below is an example of how to set the PDF document parsing by line item.

CASE SUMMARY For the selected subject Post SLO, Ltd., the person responsible wants to specify the PDF document parsing by line item. The correct settings need to be defined as follows:

From the main menu, the person responsible selects Settings | Subjects | Subjects. Alternatively, the person responsible key press the function key F11, which is a shortcut for opening the Subjects register.

The Subjects register window opens.

Using the navigation buttons, the person responsible searches for the desired subject, in this case: Post SLO, Ltd.

In the left menu, the person responsible clicks the panel eBusiness | eServices.

In the Type column in the central part of the window, the person responsible selects the eService type from the drop-down list.

In this case, the type is set to ePosting.

HINT You can set up the subjects for the relevant eServices in Step 11 – e-Services of the Setup Wizard.

Next, the person responsible defines the Mailbox to which the received e-invoices of the selected subject will be imported.

In this case, the person responsible selects: ePosting.

In the Data column, select the PDF parsing method. Two methods are available:

• detailed by line item (line-item-invoice)
• summarized by tax rate (vat-rate-invoice)

HINT If this setting has not been previously defined for the subject, the default reading method is summarized by tax rate (vat-rate-invoice). For a more detailed explanation and demonstration of the OCR reading, see the chapter Setting up the method of PDF parsing.

HINT When parsing by line item is selected, the eWorkflow for ePosting returns the e-invoice header data in the same way as if the selected parsing method was summarized by VAT rate.