Look Up Values

Use a lookup transformation when the extracted text should become another field value from a table, such as a record number or code.

Lookup

Fields used:

• Lookup Table ID
• Lookup Table Name
• Search Field No.
• Return Field No.

What it does:

1. Searches for an exact match.
2. If needed, searches again with case-insensitive matching.
3. If needed, tries a “starts with” match.
4. Only accepts the “starts with” result if exactly one record matches.

If the lookup is not confident, the original value stays unchanged.

Examples:

Before	Rule	After
Main Office	Search by Name, return Code	MAIN
main office	Search by Name, return Code	MAIN
Main	Search by Name, return Code	MAIN only if one record starts with Main

A common setup pattern:

Goal	Search field	Return field
Name to record number	Name	No.
Description to code	Description	Code
Display label to internal value	label field	internal code field

Customer Lookup

Use this when the extracted value should become a customer number.

Setup fields:

• No extra setup fields appear for this type.

What it does:

1. Tries an exact match on customer Name.
2. Tries an exact match on Search Name using uppercase text.
3. Tries a single-result “starts with” match on Name.

If it cannot find one confident result, the original value stays unchanged.

Examples:

Before	Rule	After
Main Office East	Customer Lookup	the matching customer number
MAIN OFFICE EAST	Customer Lookup	the matching customer number if it matches Search Name
Main Office	Customer Lookup	the customer number only if one customer starts with that text

Salesperson Lookup

Use this when the extracted value should become a salesperson code.

Setup fields:

• No extra setup fields appear for this type.

What it does:

1. Tries an exact match on Name.
2. Tries a case-insensitive match on Name.
3. Tries a single-result “starts with” match on Name.

Purchaser Lookup

Use this when the extracted value should become a purchaser code.

Setup fields:

• No extra setup fields appear for this type.

What it does:

1. Tries an exact match on Name.
2. Tries a case-insensitive match on Name.
3. Tries a single-result “starts with” match on Name.

Custom Function

This type appears in the transformation list, but it is not a normal end-user setup option today.

Current behavior:

• It does not show dedicated setup fields on the card.
• It does not change the value during processing.

If you see this option, treat it as reserved for future or custom development work.

Tips and limits

• Choose Lookup when you need to convert displayed text into a code or record number.
• Choose one of the specialized lookups when the target is specifically a customer, salesperson, or purchaser.
• Customer Lookup does not match exactly the same way as the generic Lookup type. It uses Name, then uppercase Search Name, then a single-result prefix match on Name.
• Each field mapping can use only one saved transformation. You cannot chain several transformations together in sequence.