SECTIONSPopulating the Company Lookup Field
A Foundations Company lookup field is added to the Scanned Payable Document object. This field is used to identify the company for which the payable document is created.
The Company lookup is filled in automatically with data from our OCR provider, which matches the vendor's invoice company name with our current company dataset.
In case the OCR provider fails to populate the correct Company value, the Accounts Payable user can review it and select the correct company value from the Company lookup.
| Field | API Name | Notes |
|---|---|---|
| City | City__c | Field in the Billing Address section on the company record page. |
| Country | Country__c | Field in the Billing Address section on the company record page. |
| Email__c | The email address of the company. | |
| IDvat Number | VatRegistrationNumber__c TaxInformation__r lookup | The VAT Number of the company. |
| Name | Name of the Company to which the invoice is billed. | |
| Phone | Phone__c | To improve company recognition, the phone number first has the country code with no parenthesis, spaces, and dashes. For example, +33. |
| Prefered_currency (only if Accounting is installed, this is filled as the Home Currency of the related Accounting Company) | The currency which is preferred by the company for transaction purpose. | |
| Street Name | Street__c | The name of the street where the company is located. |
| Website | Website__c | The website address of the company. |
| Zipcode | Zip__c | Field in the Billing Address section on the company record page. |