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