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3.5.3.3.4.1. Advanced Document Type Detection Menu (Masterkey Jobs)

3.5.3.3.4.1. Advanced Document Type Detection Menu (Masterkey Jobs)
 
The advanced document type detection options from this menu are intended for use with masterkey setups.
Most of the options will be set automatically when creating a new job using the Accounts Payable Wizard.
Most of the options must be set manually when converting a regular job into a masterkey job.
 
1

Use Data Fields to Detect Document Type

1. Use Data Fields to Detect Document Type
Selecting this option will open the panel below where the user can select the fields that will be used to set the document type.
This option, when used in conjunction with the Execute Intelli-Tags Before Type Detection option, will allow the user to use intelli-tags to set the document type together with the IDR engine.
Technically more than one fields can be selected here. This will generate a document type named after all selected fields values concatenated (the fields must have a value when the document type is created).
There are not any known use cases where selecting more than one field is useful. 
 
 
2

Masterkey Administration

2. Masterkey Administration
The Masterkey Administration button will open the Masterkey Administration Menu where the user can import and export masterkeys and document types.
This is very useful for moving document types and masterkeys from one configuration to another, whether it is from dev to prod or from service provider to customer.
 
3

Force Set Type to Existing Document Types on Master Key

3. Force Set Type to Existing Document Types on Master Key
The force set type to existing document types on masterkey option will prevent ChronoScan from generating new document types for masterkeys while also forcing already existing document types.
 
4

View/Edit Document Type/Masterkey Links

4. View/Edit Document Type/Masterkey Links
This option will open the Job Document Types window where it is possible to edit and view the links between the existing document types and masterkeys.
 
5

Create Link Master Key/Type in Current Batch

5. Create Link Master Key/Type in Current Batch
This option is only needed when converting regular jobs into masterkey jobs.
 
6

Execute Intelli-Tags Before Type Detection

6. Execute Intelli-Tags Before Type Detection
Selecting this option will open the panel below where the user can select the fields that will trigger the intelli-tag detection before document type detection takes place.
This is useful for running supplier intelli-tag detection before the document type is detected.
Technically more than one field can be selected although there are not any known use cases where selecting more than one field could be useful.
 
 
7

Document Types Belong to Master Key

7. Document Types Belong to Master Key
Selecting this option will force ChronoScan to only detect document types that are linked to the detected masterkey for each document.
 
8

Always Create Document Type For Masterkey

8. Always Create Document Type For Masterkey
Selecting this option will force ChronoScan to create new document types for detected masterkeys whenever necessary.
Disabling it will not prevent ChronoScan from generating new document types for existing masterkeys.
 
9

Solve More than One Masterkey Found by Higher Number of Intelli-Tags

9. Solve More than One Masterkey Found by Higher Number of Intelli-Tags
This option is useful for solving problems with bad supplier detection.
This will force ChronoScan to select the masterkey that has the higher number of detected intelli-tags for a document.