Kofax Integration - 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).

Auto Submit

Screenshot of the Auto Submit checkbox on the Image Source screen

Pgm: IMGSRC – Image Source; standard Treeview path: Imaging > Setup > Sources

The 'Auto Submit' checkbox is available on the Image Source screen in the Imaging module for automatically submitting Kofax invoices into workflow. If the 'Auto Submit' box is checked, the flysheets populated via the 'Parse' checkbox will automatically be submitted to the workflow.