89 lines
2.4 KiB
ReStructuredText
89 lines
2.4 KiB
ReStructuredText
*****
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Setup
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*****
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.. _Configure Typeless service:
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Configure Typless service
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=========================
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First you must `register to Typless <https://app.typless.com/>`_ and retrieve
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the API key from your profile.
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Then create a document type and configured it for the `Incoming Documents
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<document_incoming:model-document.incoming>` you want to process
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When setting the `OCR Service
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<document_incoming_ocr:model-document.incoming.ocr.service>`'s type to
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:guilabel:`Typless`, you must fill in the :guilabel:`API Key` with the key and
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:guilabel:`Document Type` with the name of the document type created.
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You must select the fields setup for the document type on Typless model.
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You can fill if needed the selection criteria.
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.. _Setup fields for Unknown type:
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Setup fields for Unknown type
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=============================
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To process `Incoming Documents <document_incoming:model-document.incoming>`
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with :guilabel:`Unknown` type, you should add the metadata field:
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- ``document_type``: ``Constant``
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.. _Setup fields for Supplier Invoice type:
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Setup fields for Supplier Invoice type
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======================================
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To process `Incoming Documents <document_incoming:model-document.incoming>`
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with :guilabel:`Supplier Invoice` type, you may add the metadata fields:
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- ``company_name``: ``String`` (optional)
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- ``company_tax_identifier``: ``String`` (optional)
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- ``supplier_name``: ``String``
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- ``tax_identifier``: ``String`` (optional)
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- ``currency``: ``Constant`` (optional)
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- ``number``: ``String`` (optional)
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- ``description``: ``String`` (optional)
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- ``invoice_date``: ``Date`` (optional)
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- ``payment_term_date``: ``Date`` (optional)
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- ``payment_reference``: ``String`` (optional)
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- ``total_amount``: ``Number``
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- ``untaxed_amount``: ``Number`` (optional)
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- ``tax_amount``: ``Number`` (optional)
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- ``purchase_orders``: ``String`` (optional)
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If you want to process also the invoice lines, you may add the line item fields:
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- ``product_name``: ``String`` (optional)
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- ``description``: ``String``
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- ``unit``: ``String`` (optional)
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- ``quantity``: ``Number``
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- ``unit_price``: ``Number`` (optional if ``amount`` is set)
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- ``amount``: ``Number`` (optional if ``unit_price`` is set)
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- ``purchase_order``: ``String`` (optional)
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You can also active the "Vat rate net plugin" with ``untaxed_amount`` as
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:guilabel:`Net amount field` and ``total_amount`` as :guilabel:`Gross amount
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field`.
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