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Field settings, Validation, Ponumber – Kofax Transformation Modules Invoice Pack 1.0 User Manual

Page 17: Locators

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Configuration

Kofax Transformation Modules Invoice Pack - Configuration Guide

17

Field Settings

The TotalTax field takes its result from the SE_FinalAmounts locator mentioned
above. It is formatted using the DefaultAmountFormatter, which does basic amount
formatting. The field is set, by default, to require a high confidence to be valid, and
its default setting is 80%. The “min. confidence to set reread result” is set
dynamically based on the field OCR Confidence settings taken from the config.xml
file.

Validation

The TotalTax field is part of a group validation which covers SubTotal, TotalTax and
Total. In order to pass validation the TotalTax field must contain a value which can
correctly be formatted as an amount, and must also contain an amount which is
equal to the Total field when added to the SubTotal.

PONumber

The PONumber field holds the purchase order number found on some invoices. This
field contains several areas of enhanced logic, which will be described in this section.

Locators

The PONumber field contains the following locators:

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KBo – The KBo locator is a standard order group locator. It attempts to find
order information from a document using both generic and specific
knowledge bases.

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SL_SetRegEx – This script locator provides the first of the enhanced logic for
this field. The FL_PONumber_RegExp, which will be discussed next, contains
two regular expressions, one of which is dynamic and the other a fixed
generic expression. If a regular expression has been set in the config.xml file
for the customer, the dynamic regular expression is updated and enabled
while the generic regular expression is disabled. Should no specific
expression be found, the dynamic expression will be disabled and the generic
enabled. This allows a higher precision of results where possible, while
providing a fallback for when customer information is not present.

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FL_PONumber_RegExp – This is a format locator which contains two regular
expressions and no keywords. As indicated above, one of the regular
expressions is dynamic and the other generic. By default, and under standard
functionality, the dynamic regular expression is disabled and the generic
regular expression enabled for use. This is only changed by the