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General Order of Definition

This is the usual order to define traditional documents, such as an Invoice or PO. Some documents may have additional or missing areas.

  • Master is from Page 1. This must be defined so document is recognized. The critical test is for Page: 1 ensuring the test does not pick up Page 10, 100 etc. Do this by testing for leading or trailing spaces around the page number, depending on the document.

Redundant records are defined next.

  • Redundant subsequent header is the page heading on Page 2 and subsequent pages. If you do not have a 2-page input file, and 2 pages is possible, you must test with a full document. This removes all subsequent page headings. The critical test is Page: 1 with Apply not to result of matching ticked, giving the final rule of field-name not "Page: 1"

    Note: Some ERP systems may have three different header types: Page 1, last page and intermediate page.
  • Redundant Detail Lines header is the column heading lines above details lines. This removes all of them from all pages.
  • Redundant Other lines generally include CONTINUED ... at the foot of pages and ... Continued from the head of pages, plus their associated redundant lines.

Unwanted records may be defined in place of redundant records, identically, as Detail record area (new detail records) from the pull-down. You may still define unwanted records even if you have already defined redundant records. Redundant is simpler.

  • Totals from last page of document are defined, as an area of the Master.
  • Master Comment area of one line is defined, with Header comment on master record ticked, Options Repetative, and Field merging as Line feed separated to retain the original format, or Space separated to allow re-wrapping on output.
  • Each type of detail record is defined, from most specific to least specific. Note you should include data that is specific and optional to detail lines as additional areas of their "parent" detail record.

Use the Order icon to order your record testing to test for specifically defined records ahead of more vague tests like "empty" and "contains".

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