String definition and use - similar text in "Note to payee "

[salazarc]

Good morning,

I am trying to configure the search string definition and string use to populate the assignment fields so we can clear.

the issue is I have several payments coming from similar note to payee and I need to be able to search for all the similar ones and populate the assignment field.

1 - How do I configure both screens to search for similar values

2- How do I add text to the assignment field. For some reason it does not populate it when I use FF_5 to load the statement

Please advise

[salazarc]

Good afternoon,

I just configured the two strings (attached) but for some reason the assignment (HIGHMARK) is not created.

I appreciate you guidance

Thanks

[former_member784186]

Thank you for the additional information, you would setup the search string as it appears below.

You can see that the search string is hitting on both of the scenarios, and mapping to "COMPANY" for both search strings.

[former_member784186]

One way to do this would be to create multiple search strings for each of the 10 scenarios, and map each to the text you want to appear in the Assignment Field.

For example, as you can see in the screenshot below. We are searching for "Companytest1", and it is mapping to text, "Company". You need to make sure to delete the characters that are copied over in positions 8 to 12 within the mapping, leaving only what you want to map in with the search string. You would then assign this search string in the Search String Use, and it will populate the assignment field with "Company"

[salazarc]

These are the ORIG NAME examples and I want to populate just company in the assignment field

[former_member784186]

I'm not sure I understand - can you provide an example of what is on the bank statement and then what you would like to populate in the assignment field?

[salazarc]

Hi,

thanks for the answer but I am looking for the example below. In some cases I have around 10 companies which use the same word at the beginning of the ORIG NAME but changes at the end.

For example, one payment comes from "company" and the other comes from "companytest1". Both of these come in the ORIG NAME field in the bank statement. I need to search for both of these and populate the word 'company" in the assignment field. I am using standard logarithm

[former_member784186]

Hello,

Here is how I would set this up....

Within OTPM you determine what you are searching for within the search string. Lets assume that we want the search string to look within the EBS and search for a 6 digit character that follows the text "REF".

You then click on the Search String Use and define he applicable Company Code, House Bank, and Account ID you want this to apply to. You then define the BTC code that this should apply to, as well as the interpretation algorithm. In the next field choose the search string that you created previously, and assign it to 'Target Field' ASSIGNMENT NUMBER, and then activate the search string checkbox. When you upload the EBS the 6 character field within the EBS will map into your assignment field on the document.