Master Data

Master data forms the basis for correct automated processing. Workist matches all extracted document information against your master data.

Delimiters and Encoding

For all master data: delimiters and encoding must be defined.

Workist recommendation:

Parameter	Value
Delimiter	; or ,
Escape Character	\
Quote character	"
Encoding	UTF-8

Data Model

Master Data Types

Type	Description
Customers	Master data for customer recognition
Customer Contacts	Master data for contact person recognition
Delivery and Invoice Recipients	Addresses for delivery and invoicing
(Customer-specific) Articles	Article lists (at least one is required)
Unit Conversion	Conversion factors for units
Framework Contracts	Master data for validating framework contract numbers
Quotes	Master data for validating quote numbers
Orders to Match	Master data for order confirmations

warning

Even though customer data is treated as a type of address in many systems, Workist uses its own format for customers!