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Discussion

Replacing Invoice Capture with Smart Fields

posted on October 16

Since invoice capture lost support we are trying to determine how to replace it with Smart Fields.

When creating rules for a lookup table your options are very concrete.

For example I can say return vendor where street address = X or street address contains "X"

But how do I search for the best match given multiple columns which could also be fuzzy input data in the same way we do with Invoice Capture vendor lookups.

For example I am looking for the top match where Street, Zip, State, and City are as close as possible to the values from Smart Fields but they do not need to be exact. This is different than using combinations of Like or Equals on specific columns. It is a holistic reference to all columns at once to return the most likely result even if the address is slightly off or parts of the data are missing.

Manually configuring chain instructions like

Look for address = [No Results]

Look for address contains only street name [No Results]

Look for address contains only number [5 Results]

Do we have a Zip, filter by Zip [2 Results]

etc etc etc in Workflow I will create a giant plate of spaghetti

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replied on December 2

Did you ever figure anything out with this? Vendor alignment is not great with smart fields as far as I can tell. 

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replied on December 2

I am not sure what happens under the hood of the invoice capture vendor identification but my plan is to do the following:

Search by Vendor Name exact match.

Search by Vendor Name contains and expect 1 result.

Search by Street Address exact match.

Lastly search by zip code and hope for 1 result.

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