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Kofax Transformation Modules Invoice Pack 1.0 User Manual

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Kofax Transformation Modules Invoice Pack – Getting Started Guide

Database Lookup Integration ............................................................................... 12

 

Localized Field Names .......................................................................................... 12

 

Localized Error Messages ..................................................................................... 12

 

Additional Features ...................................................................................................... 13

 

Financial Amounts Resolver ................................................................................. 13

 

Error handling ........................................................................................................ 13

 

Localized Logging .................................................................................................. 13

 

Kofax E-Transactions interface ............................................................................. 13

 

Installation .............................................................................................................................. 14

 

Overview ............................................................................................................................... 14

 

System Requirements ................................................................................................... 14

 

Kofax Capture ......................................................................................................... 14

 

Kofax Transformation Modules ........................................................................... 14

 

Installing the Invoice Pack ........................................................................................... 14

 

Step 1 – Install Kofax Capture .............................................................................. 14

 

Step 2 – Install Kofax Transformation Modules ................................................. 15

 

Step 3 – Install Kofax Transformation Modules Invoice Pack ......................... 15

 

Additional Information ................................................................................................ 16

 

Configuration .......................................................................................................................... 17

 

Customer Settings ................................................................................................................ 17

 

Purchase Order .............................................................................................................. 17

 

Configuration .......................................................................................................... 17

 

Invoice Date ........................................................................................................................... 18

 

Days Before .................................................................................................................... 18

 

Configuration .......................................................................................................... 18

 

Check Before .................................................................................................................. 19

 

Configuration .......................................................................................................... 19

 

Days After ...................................................................................................................... 19

 

Configuration .......................................................................................................... 19

 

Check After .................................................................................................................... 20

 

Configuration .......................................................................................................... 20

 

Reference Date ............................................................................................................... 20

 

Configuration .......................................................................................................... 21

 

Allow Empty Field ........................................................................................................ 21

 

Configuration .......................................................................................................... 21

 

Database Settings .................................................................................................................. 22

 

Validate Supplier Match ............................................................................................... 22

 

Configuration .......................................................................................................... 23