Adding an Additional Field to an Existing Map

Adding an additional document field to an existing map

If you are wanting to add an additional document field to an existing map, where the customer has now started adding additional information such as delivery instructions, or prices to their orders and you'd like to capture that information using your configured Lucy Document Mapping Fields, please follow these steps:

• First, Identify what new information it is that you are wanting to capture.

  • In the following screenshot, we can see that no Price mapping field has been applied just yet as we can’t see that field when in review, but we can see that there is a price column on the customer’s Purchase Order that we’d like to validate against our own ERP prices.

Open

• Edit the existing map to add an additional field.

  • You can do this 2 separate ways by:

    • Hovering your mouse over the ‘Options’ button when in review and then selecting ‘Edit Existing Mapping.’

      Open

      

    • Or, you can Edit an Existing Map via the Trading Partner Maintenance screen - https://go.letlucy.com/#tradingpartners

       

• Now we can select the field that we are wanting to add to our map.

  • (the field is active and ready for mapping when it is highlighted in green and appears as follows:)

     

• Now we can create a mapping field around the data that we are wanting to capture by clicking and dragging your cursor across the desired area.

• Confirm that your field is picking up the data that you want to capture by clicking the grey box to preview.

   

• Once you’re happy, just click ‘Save & Exit’ or ‘Reprocess’ and you’re good to go!