Populate index fields with master data

This function makes it easier to index documents manually. 

You only populate one query field (e. g. customer name) and the system automatically populates other fields with suitable master data values  (e. g. customer number, postcode, town). If more than one record matches the content of the query field, you first get a hitlist to choose from. 

You recognize query fields through this icon:  

There may be one or more query fields.

Step by step:

• Enter a value in the query field.
• Click the icon adjacent to the query field.
• Alternatively, enter at least 3 characters as a search term and click the Search in master data command that appears.
• A hitlist appears with master data records that match.

Fig.: Results list in master data when searching for customer name “PROXESS”

• Select and Accept the entry you want.
• All the fields that have been configured as result fields are now automatically populated. 
• You see the following confirmation dialog, which you can enable or disable in your user settings. 
• You can still make changes in the confirmation dialog and then confirm the index values via OK. Any changes made here only affect the current document.

Fig.: Confirmation dialog for master data search

• These fields are now automatically adopted for indexing the new document (yellow markings).

Fig.: Query and result fields when master data indexing