In this article you will learn how the read out of business partners can be optimised.
What impact does the read out of the business partner have?
The quality of the master data for business partners has a major impact on the automation of document processing. High quality and completeness in the master data support the correct assignment of the business partner as well as the correct reading of the invoice fields and the correct account assignment.
How can I optimise the read out?
If master data is not read out well, you can improve it by trying to match the stored data as close as possible to the data from the invoice. The more fine-grained the data is stored with us, the better the readout will be. Also check whether the master data has been stored completely and correctly for your client in Finmatics.
The setup status provides you with information on which master data details are still outstanding. You can find more information on this in What does the Setup Status stand for?.
You can also further improve the read out via our training center. Please also read What can I do in the training-screen?.