Export Options

These settings relate to the Invoice Processing Agility data export options.

Important These options are not available in the Azure cloud environment.
Export Profile Name

The export profile name.

Description

The export profile description.

Redo All Exports

If selected, the system carries out all export options that are activate, even if that export has been carried out before.

For example, four export options are activated. Of these four, three are completed and the last one fails. In order to successfully export the document, all four export options are performed again.

If cleared, only those export options that failed are carried out.

Default Export Path

The UNC path to the export directory that is used as the default, if no export directory is set in Transformation Server.

Note It is recommended to select this option only for testing purposes.
Output Tiff File

If selected, the system outputs a TIFF file of the document image to the export directory.

Tiff Name

This setting controls the name of the output TIFF file. If set to URN, this names the file according to the component of the image filename mapped in the Solution Configuration Manager > Global Settings > Import Settings. If left blank, or set to anything else, the filename is set to the same name as the document filename.

This setting is available only when Output Tiff File is selected.

Tiff DPI

This specifies the DPI of the output tiff image, such as 300. The default TIFF resolution is 300 DPI.

This setting is available only when Output Tiff File is selected.

Tiff Format

The compression format for the output TIFF file.

The following compression options are available.

  • G4FAX = Grade 4 compression - CCITT Group 4 fax encoding

  • G3FAX = Grade 3 compression - CCIT Group 3 fax encoding

  • LZWFAX = LZW Compression - Lempel-Ziv-Welch compression

  • HUFFAX = HUF Compression - CCITT Group 3 1-Dimensional Modified Huffman run length encoding

By default, the compression is set to G4FAX.

This setting is available only when Output Tiff File is selected.

Output PDF

If selected, the system outputs a searchable PDF file for each document.

PDF Name

This setting controls the name of the output PDF file. If this is set to URN, it names the file according to the component of the image filename mapped in the Solution Configuration Manager > Global Settings > Import Settings. If left blank, or set to anything else, the filename is set to the same name as the document filename.

This setting is available only when Output PDF is selected.

Export To DB

If selected, the extracted data is written to a database during document export.

SQL Connection Group

The SQL connection group that specifies the export database connection string as set in the Solution Configuration Manager > Global Settings > Database Connection Settings. If no connection group is specified, the system uses group 1. The header and line item tables must exist in the same database.

This setting is available only when Export To DB is selected.

DB Key

The key that is used for each new database record inserted into the header table. If this is set to URN, the portion of the filename mapped to the URN setting in the Solution Configuration Manager > Global Settings > Import Settings is used. Any other value or a blank entry uses the entire document filename. Before inserting a new record, the system deletes any existing records with the same key.

This setting is available only when Export To DB is selected.

DB Header Table

The name of the table in the database where the header fields are inserted.

This setting is available only when Export To DB is selected.

DB Header Key

The name of the column in the header export database table that represents the key field for the header record.

This setting is available only when Export To DB is selected.

DB Header Operation

The operation that is performed on the database record. If set to INSERT, the system inserts a new record. If set to UPDATE, the system updates an existing record with the same database key. There is no default setting.

This setting is available only when Export To DB is selected.

DB Line Items Table

The name of the database table into that the invoice line item information is written. The line item database export always occurs as an INSERT, and any existing lines for the same document record are deleted first.

This setting is available only when Export To DB is selected.

DB Line Items Key

The name of the column in the line item export database table that, along with the header level key, represents the key field for each invoice line item record. This is typically set to the invoice line item number, such as 1,2,3, and so on.

This setting is available only when Export To DB is selected.

DB GL Items Table

The name of the database table where general ledger account line entries are written.

This setting is available only when Export To DB is selected.

DB GL Items Key

The name of the column in the general ledger export database table that, along with the header level key, represents the key field for each general ledger record. This is typically set to the general ledger item number, such as 1,2,3 and so on.

This setting is available only when Export To DB is selected.

DB Tax Table

The name of the database table where VAT table line entries are written.

This setting is available only when Export To DB is selected.

If this value is empty, the Tax item export is not triggered.

DB Tax Key

The name of the column in the tax export database table where, along with the header level key, represents the key field for each tax line item record. This is typically set to tax item number, such as 1,2,3 and so on.

This setting is available only when Export To DB is selected.

DB Status Exported

The value or code that indicates that a document is successfully exported from Invoice Processing Agility.

This setting is available only when Export To DB is selected.

Output XML File

If selected, the system outputs an XML file to the export directory configured on the Transformation Server export instance. If no directory is configured, then the default export path parameter is used. If this is not configured then the XML export fails and the document is sent back to the Kofax TotalAgility Work Queue with the EXPORT FAILED Activity Name.

XML Filename

This setting controls the name of the XML output file. This can be set to URN, and this names the file according to the component of the image filename mapped in the Solution Configuration Manager > Global Settings > Import Settings. If left blank, or set to anything else, the filename is set to the same name as the document filename.

This setting is available only when Output XML File is selected.

XML File Type

The file extension that is applied to the XML file. For example, XML for .xml and TXT for text .txt file extensions.

This setting is not mandatory. However, if left blank, the file extension defaults to XML.

This setting is available only when Output XML File is selected.

XML Encoding Header

The XML file coding header that forms the first line in the XML file.

For example, setting the value to <xml version="1.0" encoding="UTF-16"?> produces an XML file that supports non-Western characters, such as those from the Russian, Greek and Chinese alphabets.

This setting is available only when Output XML File is selected.

XML File Header

The value of the file header tag in the XML file, such as <MyFileHeader>.

This setting is available only when Output XML File is selected.

XML Invoice Header

The value of the tag that marks the invoice header section in the XML file. For example, <InvoiceHeader>.

This value defaults to InvHeader if no value is specified.

This setting is available only when Output XML File is selected.

XML Line Items Header

The value of the tag that marks the line items section in the XML file. For example, <LineItems>.

This value defaults to InvLines if no value is specified.

This setting is available only when Output XML File is selected.

XML Line Items Tag

The value of the tag that marks each individual line item in the XML file. For example, <LineItem>.

This value defaults to LINE if no value is specified.

This setting is available only when Output XML File is selected.

XML GL Lines Header

The value of the tag that marks the general ledger account line items section in the XML file. For example, <GLLines>.

This value defaults to GLLines if no value is specified.

This setting is available only when Output XML File is selected.

XML GL Lines Tag

The value of the tag that marks each individual general ledger account line item in the XML file. For example, <GLLines>.

This value defaults to GLLine if no value is specified.

This setting is available only when Output XML File is selected.

XML Tax Header

The value of the tag that marks the tax line items section in the XML file. For example, <VATLines>.

This value defaults to TaxLines if no value is specified.

This setting is available only when Output XML File is selected.

XML Tax Tag

The value of the tag that marks each individual tax line in the XML file. For example, <VATLine>.

This value defaults to TAXLINE if no value is specified.

This setting is available only when Output XML File is selected.

XML Status Exported

Value or code that indicates that a document is successfully exported from Invoice Processing Agility.

This setting is available only when Output XML File is selected.

Output CSV File

The master switch for all CSV file output.

If cleared, the system does not output any configured CSV files referenced in the Solution Configuration Manager > Export Settings > Export Mapping > CSV Export Configuration. This is true even if the local switch for a CSV file group is selected.

Export to PROCESS DIRECTOR

If selected, the document is sent to the Process Director workflow in SAP. For the SAP connection, the Proccess ID details are configured in the Solution Configuration Manager > Profile Settings > SAP Configuration.

PD Function Name

The name of the Process Director function module that the system calls during document export to send the invoice data to ProcessDirector.

This setting is available only when Export to PROCESS DIRECTOR is selected.

Use Generic ProcessDirector Function

If selected, the integration to Process Director occurs using the Process Director generic function module.

This setting is available only when Export to PROCESS DIRECTOR is selected.

Generic ProcessDirector Function Name

The name of the Process Director generic function module that is called.

This setting is available only when Export to PROCESS DIRECTOR and Use Generic ProcessDirector Function are selected.

Generic Mapping ID

The mapping schema that is used by the Process Director generic function module.

This setting is available only when Export to PROCESS DIRECTOR and Use Generic ProcessDirector Function are selected.

Late Archive Via ProcessDirector

If selected, late archiving occurs using the generic Process Director function module.

This setting is available only when Export to PROCESS DIRECTOR and Use Generic ProcessDirector Function are selected.

Late Archive As PDF

If selected, a document is converted to a PDF for late archiving.

This setting is available only when Export to PROCESS DIRECTOR and Late Archive Via ProcessDirector are selected.

PDF Temp Directory

The temporary export directory that is used by the system to convert a document to a PDF for late archiving via Process Director.

This setting is available only when Export to PROCESS DIRECTOR, Late Archive Via ProcessDirector, and Late Archive As PDF are selected.

Output OCR XML File

If selected, output from the OCR XML file is required.

OCR XML File Key

The key that is used for the OCR XML export. It controls the how the XML output filenames are named. It also indicates how the SOURCE_ID column is populated in the ProcessIT interface table of the Oracle database.

If this is set to URN, the portion of the image filename mapped to the URN setting in the Solution Configuration Manager > Global Settings > Import Settings is used. If the value is blank or any other value, the entire document filename is used.

This setting is available only when Output OCR XML File is selected.

OCR XML File Type

The file extension that is added to the OCR XML file. If no file type is specified, XML is used.

This setting is available only when Output OCR XML File is selected.

OCR XML Encoding Header

The value that is used as the header line in the OCR XML file.

This setting is available only when Output OCR XML File is selected.

Include Candidate Information

If selected, alternative information is written to the OCR XML file for each of the extraction fields.

This setting is available only when Output OCR XML File is selected.

Export to MarkView

If selected, the extracted data and image are exported from Invoice Processing Agility into MarkView using the settings below.

MarkView Connection Group

The SQL connection group that specifies the MarkView database connection string as set in the Solution Configuration Manager > Global Settings > Database Settings.

Also note that the connection string needs to start with Provider=OraOLEDB.Oracle; For example:

Provider=OraOLEDB.Oracle;User Id=[user]; password=[password];Data Source=[serverName]:[port]/[serviceName];

This setting is available only when Export to MarkView is selected above.

MarkView Import API Username

The unique user name to log on to MarkView. This is different from the user name used for the database connection string.

This setting is available only when Export to MarkView is selected above.

MarkView Import API Password

The unique password used to log on to MarkView. This is different from the password used for the database connection string.

As you type in this password, the individual characters are displayed as expected. However, when you click Save, the password is encrypted and the encrypted password is displayed.

This setting is available only when Export to MarkView is selected above.

Send to AP Agility

Select this option to send your results to Accounts Processing Agility for further processing.