Advanced Usage Guide
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      2. Advanced Usage Guide

      Mapping Configuration

      This feature helps you achieve high levels of automation across your documents through rules.

      1. Accessing Mapping Configuration

      To get started, go to Configuration > Mapping. You’ll find three tabs:

      • Mappings
      • Upload Requests
      • Download Requests

      You’ll primarily work in the Mappings tab since the other two are used for bulk uploads handled by the Customer Success team during Dost's implementation.

      Click on "Add Individual Mapping" to open the workspace.

      2. Understanding the Workspace

      The workspace consists of two main sections:

      • Variable: The field Dost will look for in the document.
      • Rule: The action Dost will take when the condition is met.

      Key Components:

      • Variables: Select a field from the dropdown menu, which reflects the fields you’ve defined in Configuration > Document.
      • Value: Enter the text or pattern Dost will detect in the document.
      • Condition: Specify whether the value is “equal to,” “contains,” or “starts with” a particular text. You can also find the opposite conditions.
      • Field and Value: Define which field Dost will populate and with what value.

      You can create multiple conditions and rules for each mapping configuration.

      3. Common Examples of Mapping Configurations

      Example 1: Missing Company ID in Invoices

      If a vendor omits their Company ID in invoices:

      • Condition:
        • If the variable "Vendor Company Name" is equal to “XXX,” and
        • If the variable "Vendor Company Address" contains “YYY,”
      • Result:
        • Then the field "Vendor Company ID" will automatically be populated with “ZZZ.”

      This ensures Dost identifies the correct vendor and completes the field in Dost and your ERP.

      Example 2: Missing Total Amount without Tax

      For invoices from vendors that don’t include the total amount without tax:

      • Condition:
        • If the variable "Vendor Company Name" contains “XXX” or “YYY,”
      • Result:
        • Then the field "Total Amount without Tax" will be calculated as {Total Amount} - {Total Tax}.

      Dost will perform the calculation and populate the field for these vendors.

      Example 3: Delivery Note in the Body of the Invoice

      If a vendor places the delivery note number in the body of the invoice instead of the header:

      • Condition:
        • If the variable "Delivery Note" is empty,
      • Result:
        • Then the field "Delivery Note" will be populated with {Items.Delivery Note} (fields starting with “Items” are from the document's body).

      This rule applies generally, without specifying a particular vendor.

      Example 4: Assigning a Supplier to a Specific Cost Center

      If you want to assign expenses from a specific supplier to a particular cost center:

      • Condition:
        • If the variable "Supplier Name" contains “XXX,”
      • Result:
        • Then the field "Cost Center" will be populated with “YYY.”

      Similarly, to assign to a specific GL Account, change the field to "GL Account" and specify the corresponding number.

      Automate Your Documents with Dost

      These examples illustrate just a few of the possibilities available through Mapping Configuration. The options are infinite and are tailored to your specific needs.

      Need Help?

      If you have any questions or want to explore additional use cases, don’t hesitate to reach out. We’re here to help you make the most of Dost!