KOFAX
Transformation
Modules
Invoice Packs
Getting Started Guide
1.0
10300805-000 Rev 1.0
© 2008 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A.
All rights reserved. Use is subject to license terms.
Third-party software is copyrighted and licensed from Kofax’s suppliers.
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OF KOFAX, INC.
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2 Kofax Transformation Modules Invoice Pack – Getting Started Guide
Contents
How to Use This Guide ........................................................................................................... vi
Introduction ........................................................................................................................... vi
Related Documentation ........................................................................................................ vi
Kofax Transformation Modules ................................................................................... vi
Installation Guide for Kofax Transformation Modules ..................................... vi
User Guide for Kofax Transformation Modules ................................................ vii
Help .......................................................................................................................... vii
Scripting Help ......................................................................................................... vii
Kofax Transformation Modules Release Notes .................................................. vii
Kofax Transformation Modules Invoice Pack ........................................................... vii
Kofax Transformation Modules Invoice Pack Configuration Guide .............. vii
Kofax Transformation Modules Invoice Pack Release Notes ......................... viii
Training ................................................................................................................................. viii
Kofax Technical Support .................................................................................................... viii
Overview ................................................................................................................................... 9
About Kofax Transformation Modules Invoice Pack ........................................................ 9
Features of Kofax Transformation Modules Invoice Pack ................................................ 9
Classification .................................................................................................................... 9
Supplier Lookup ..................................................................................................... 10
Credit Note Detection ............................................................................................ 10
Extraction........................................................................................................................ 10
Generic Knowledge Base....................................................................................... 10
Specific Knowledge Base ....................................................................................... 10
Regular Expressions............................................................................................... 10
Format Locators ...................................................................................................... 11
Special Locators ...................................................................................................... 11
Validation ....................................................................................................................... 11
Specific Knowledge Bases ..................................................................................... 12
Kofax Transformation Modules Invoice Pack – Getting Started Guide
iii
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
iv Kofax Transformation Modules Invoice Pack – Getting Started Guide
Locale Field .................................................................................................................... 23
Configuration .......................................................................................................... 23
Supplier ID Field ........................................................................................................... 24
Configuration .......................................................................................................... 24
Invoice Regular Expression Field ................................................................................ 24
Configuration .......................................................................................................... 25
OCR Confidence ................................................................................................................... 25
Confidence ..................................................................................................................... 25
Configuration .......................................................................................................... 26
Locale Settings ...................................................................................................................... 26
Language Locale ............................................................................................................ 26
Configuration .......................................................................................................... 26
Default Classification Locale ....................................................................................... 27
Kofax Capture Integration .................................................................................................. 27
Index ....................................................................................................................................... 29
Kofax Transformation Modules Invoice Pack – Getting Started Guide
v
How to Use This Guide
Introduction
This guide introduces the Kofax Invoice Pack which provides a generic invoice
processing capability for the Kofax Transformation Modules. The Invoice Pack
enables high-performance extraction of invoice header information, with minimal
change or configuration, and without requiring an in-depth knowledge of the Kofax
Transformation Modules. This guide also covers how to install and configure your
Invoice Pack.
This guide assumes that you have a thorough understanding of Windows, as well as
experience with Kofax Capture and Kofax Transformation Modules. Some
knowledge of XML files and regular expressions is also expected.
How to Use This Guide
Related Documentation
This section contains information about related documentation included with Kofax
Transformation Modules and Invoice Pack.
Kofax Transformation Modules
The following documents are included within Kofax Transformation Modules.
Installation Guide for Kofax Transformation Modules
installation guide is provided as a separate document in the Kofax
This
Transformation Modules software package. The installation guide provides
instructions for installing Kofax Transformation Modules. In addition, it contains
information about implementing your installation, certified operating systems, and
other system requirements.
vi Kofax Transformation Modules Invoice Pack – Getting Started Guide
How to Use This Guide
User Guide for Kofax Transformation Modules
This user guide gives an overview of Kofax Transformation Modules. It contains
information about the modules and how to use them as well as detailed information
about the technology provided by Kofax Transformation Modules.
Help
Kofax
Transformation Modules Help is available from the application components as
follows:
From any of the Kofax Transformation Modules components, click Help from
the toolbar or select Help|Contents (or Index) from the menu bar.
From any application window, click Help to display context sensitive Help
information for the window.
Scripting Help
Inf
ormation about scripting is available from the Help menu of any Project Builder
interface that allows you to write or access scripts. Select Help and then the desired
help component.
Kofax Transformation Modules Release Notes
Lat
e-breaking product information is available from the release notes. You should
read the release notes carefully, as they contain information that may not be included
in other Kofax Transformation Modules documentation.
Kofax Transformation Modules Invoice Pack
The following documents are included within Kofax Transformation Modules
Invoice Pack.
Kofax Transformation Modules Invoice Pack Configuration Guide
This g
uide gives an in-depth view into the functionality offered in the Invoice Pack.
This is intended for people who wish to make significant changes or additions to the
standard functionality, and is suitable for advanced users only.
The guide includes in-depth information on the locators, scripting and external DLLs
used to enhance Kofax Transformation Modules’ invoice processing, as well as
giving information on how to modify or add functionality.
Kofax Transformation Modules Invoice Pack – Getting Started Guide
vii
How to Use This Guide
Kofax Transformation Modules Invoice Pack Release Notes
This document gives information on changes since the last release (where applicable)
and known issues.
Training
Kofax offers both classroom and computer-based training that will help you make
the most of your Kofax Transformation Modules solution. Visit the Kofax website at
www.kofax.com
for complete details about the available training options and
schedules.
Kofax Technical Support
For additional technical information about Kofax products, visit the Kofax Web site
at www.kofax.com
Kofax Support pages provide product-specific information, such as current revision
levels, the latest drivers and software patches, online documentation, and user
manuals, updates to product release notes (if any), technical tips, and an extensive
searchable knowledge base.
and select an appropriate option from the Support menu. The
The Kofax Web site also contains information that describes support options for
Kofax products. Please review the site for details about the available support options.
If you need to contact Kofax Technical Support, please have the following
information available:
Kofax Capture software version
Kofax Transformation Modules software version
Kofax Transformation Modules Invoice Pack version
Operating system and service pack version
Network and client configuration
Copies of your error log files
Scanner make and model
Scanner engine (board) type
Special/custom configuration or integration information
viii Kofax Transformation Modules Invoice Pack – Getting Started Guide
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