Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.
Supporting documents
- Prepare source document and product or service record.
Completing and checking data
- Open ‘Item mappings’ and identify the document or rule requiring review.
- Compare extracted line, selected item, code and unit of measure with the documents before confirming.
- Confirm that the product and unit of measure are truly equivalent. Check the quantity conversion before treating different packaging as the same item.
- After confirmation, check the resulting document or export. For incorrect identification, use the available correction and retain confirmation history.
Data is explicitly linked to the appropriate identification or treatment.
Official sources for this activity
Checked on 10 September 2026. Apply the rules for the period and the company's legal form.
Related resources
Practical example
One program calls the item CONS-01, while the other uses a different code. Check the product and unit: a pack of 10 is not one piece. Confirm mapping only after checking quantities and packaging.
Frequently asked questions and solutions
The confirmed selection does not match the source.
Check the document and correct identity, then correct the mapping. Check records and files already produced separately; a new rule does not automatically rewrite them.
The file was downloaded or uploaded. Is the data already applied?
Check the summary, mappings, rejected rows and confirmation stage, then data in the receiving program. An available file does not prove it was imported. Check existing records before retrying to avoid duplicate documents.