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  7. Configuring Currency Settings for Tables

Configuring Currency Settings for Tables

Applies to: Ephesoft Transact 4.5.0.0 and above

This article describes how to configure currency settings for table extraction. These steps are intended for Transact administrators.

Prerequisites

To create and configure currency settings for tables, the following prerequisites must be in place:

  • You will need a batch class with a document type configured. For detailed steps, refer to Add New Document Type.
  • The TABLE_EXTRACTION plugin must be added to the Extraction module and turned on.
  • You will need a table with table columns configured. For help, refer to Table Extraction.

Overview

To accurately extract currency data from tables, Transact needs to be configured to look for a specific currency type. This is because currency formatting varies based on its country of origin.

For example, the US Dollar (USD) uses a period as a decimal separator and a comma as a thousands separator, while the European Euro (EUR) uses a comma as a decimal separator and a period as a thousands separator. This is illustrated in the table below.

$1,234,567.89 United States Dollar (USD)
1.234.567,89 € European Euro (EUR)

By telling Transact what currency to expect, you can ensure symbols and decimal separators will be translated appropriately.

User Instructions

To configure currency settings, perform the following steps.

  1. From the Batch Class Management screen, select and open your batch class.
  2. Go to Document Types > <your document type> > Tables.
  3. Select the applicable currency type from the Currency drop-down for your table.
Figure 1. Currency Drop-down
  1. Go to Tables > <your table> > Table Columns.
  2. Under Additional Configurations, select Currency for any columns that will only contain currency.
Figure 2. Additional Configurations
  1. Click Apply.
  2. Configure the extraction rule for your table. Refer to Table Extraction Configurator for help.
  3. Once you’ve created your extraction rule, go to Table Extraction Rules > <your table> > Table Column Extraction Rule.
  4. Under Additional Configurations, select Currency for any columns that will only contain currency.
Figure 3. Additional Configurations (cont)
  1. Create table validation rules as needed for your table. Refer to Table Validation Rules for help.

Conclusion

This completes an overview of how to configure currency settings for table extraction.

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