Map Header And Line Fields

The most important structural choice in field mapping is whether a value belongs on the document header or on repeating lines.

Header values

Header values appear once per document.

Examples:

• invoice number
• document date
• due date
• currency code
• vendor or customer number

For header values:

• leave Is Line Field off
• map the row to the header table

Example:

• Extracted field: documentDate
• Destination: purchase header -> document date

Line values

Line values repeat for each item or charge on the document.

Examples:

• item number
• description
• quantity
• unit cost
• amount

For line values:

• turn on Is Line Field
• set the destination to the line table
• set Line Table ID if needed
• treat repeating values as line-item data

Example:

• Extracted field: lineItems.quantity
• Destination: purchase line -> quantity

If one line field is set up correctly, the system can create one line record per extracted line-item group.

Practical examples

Basic purchase header setup

You want to fill these header fields:

• invoice number
• document date
• vendor number

Suggested setup:

• vendorInvoiceNo -> purchase header -> vendor invoice no.
• documentDate -> purchase header -> document date
• vendorNo -> purchase header -> buy-from vendor no.

Purchase lines

You want one line per extracted item with quantity and cost.

Suggested setup:

• lineItems.itemNo -> purchase line -> no.
• lineItems.quantity -> purchase line -> quantity
• lineItems.unitCost -> purchase line -> direct unit cost

For all three rows:

• turn on Is Line Field
• make sure the line table is the purchase line table

Common mistakes

• Do not mix header fields and line fields on the same row. A field that repeats per line should be marked as a line field.
• Do not leave line mappings without the correct line table. If the line table is wrong, line creation will fail or write to the wrong place.
• Do not skip sample-data review. If the extracted field name is wrong, the mapping will not apply.

Once the structure is correct, finish the setup in Defaults, keys, and review.