Invoice Attributes

Operators prepare and scan invoices into the Kofax data acquisition process. Kofax’s capture software will extract at a minimum the mandatory invoice attributes.

The table below shows the mandatory invoice attributes obtained during the OCR process along with values the Imaging registration process will populate:

Invoice Attributes Mandatory - Y/N

  1. Job company code

Y, provided by the OCR process

  1. Job code

Y, for Job charges – provided by the OCR process

  1. Department code

Y, for Overhead charges – provided by the OCR process

  1. Vendor code

Y - provided by the OCR process

  1. Registration group

Y - provided by the OCR process

  1. Invoice number

Y - provided by the OCR process

  1. Invoice date

Y - provided by the OCR process

  1. Invoice amount

Y - provided by the OCR process

  1. Discount amount

N - provided by the OCR process

  1. Description

N - provided by the OCR process

Populating Kofax Comment in User Comment Flysheet

A new column named “APRI_AUX_DATA” with a field name of “Kofax Comment” has been added to the APREGINV table. When the Kofax import (XML file) file contains a value in this field, then this value will populate the Comment field in the User Comment flysheet (WKF_USER_COMMENTS_V).

For example:

The screenshot below shows an example of an invoice with XML data populated from the image registration process (Kofax Import) with a value in the Kofax Comment (APRI_AUX_DATA) field.

The value in the Kofax Comment (APRI_AUX_DATA) field will automatically be populated in the Comment field (WKF_USER_COMMENTS_V) in the User Comment flysheet, as shown in the screenshot below.

NOTE: Manually entering a value for APRI_AUX_DATA in the Header flysheet will NOT populate the User Comment flysheet. It will ONLY populate when the invoice gets processed from image registration (Kofax Import).