Supplemental Document Configuration

This screen allows you to uniquely identify documents you want to route with a master document based on common data.

Relationship Properties

This section displays the relationship between properties in the master document type you are configuring the routing list for and the document type you wish to route with the master. Information here links data found in one document type to the other.

  1. To configure a relationship between the master document type and the supplemental document type, use the Supplemental Document Type drop down and select the document type you wish to configure as the supporting document. Click the Add button to call the Property Relationship dialog.
  2. Select properties for both the master and the supplemental document type that must match to link the two together. The list for the master and supplemental document types will display all applicable properties associated with each document type, respectively.
  3. Click OK when you are done. Click Cancel to exit the screen without saving the changes.
  4. Continue this process until all relationships have been defined.

    For example, if both the customer ID and purchase order number must match on both document types to link the supplemental document to the master, one relationship must be defined for customer IDs and one relationship must be defined for purchase order numbers.

  5. To edit a relationship already listed in the grid, highlight it and click the Properties button.
  6. To delete a relationship, highlight a line in the grid and click the Remove button.

Master Property

  1. If applicable, select the Apply script to transform property value if the property needs to be modified in some way, using VB code to match the data contained in the data source.
  2. Click the Script... button.
  3. The Script Editor dialog window opens.
    1. After entering your script, enter a value in the PropertyValue field and click Test.
    2. The script will run and the Output value will be displayed. If the returned value is not correct, the script must be modified.
    3. Click OK when you are done to return to the previous screen. Click Cancel to exit the screen without saving the changes.
  4. Select the Master document may contain multiple values for this property check box if the master document can contain more than one instance of this property. One and only one relationship can have multiple instances selected.

Routing Relevance

This option determines how the lack of a supplemental document will impact the routing of the master document.

Routing Relevance

Description

Optional

Regardless if the supplemental document is present, route the master document.

Expected

Route the master document, but mark it with a warning. The distribution record in the Scheduled Task list will be marked with a status of ‘Completed/Warning’ if no supplemental document can be found.

Double-click the task to view a full description of the status including which supplemental document(s) were and were not routed.

Required

Route the master document only with the supplemental document. The distribution record in the Scheduled Task list will be marked with a status of ‘Failed’ if no supplemental document can be found.

Double-click the task to view a full description of the status.

Click OK to return to the Routing List Configuration screen with focus on the Supplemental Documents tab. If applicable, configure another supplemental document.

Click Cancel to exit without saving the changes.