Settings tab - Line Item Matching Locator Properties window

This tab enables you to select the table model for the output data, input locators to find the purchase order number and the vendor ID, and the country for tax rates and rounding settings. In addition, the tab provides formatters to format amounts, percentage values, and the purchase order number.

General

This group has the following options:

Table model

The table model defines the columns that the Line Item Matching Locator returns as output. Select a table model from the list. If necessary you can change an existing table model or create a new table model by clicking on the Table Models button. The value for this option is set to <none> by default.

Important The extracted results are returned by using the content pattern in database mapping and assigning them to the known global columns of the table model. To use the Line Item Matching Locator matching mechanism, all global columns that you want to match needs to be included in the table model. If the table model does not contain at least one of these columns, a warning is displayed.
Amount formatter

Select an amount formatter from the list that formats any amount columns in the output table. The value for this option is set to <Default amount formatter> by default.

Percentage formatter

Select an percentage formatter from the list that formats any percentage values in the output table. The value for this option is set to <none> by default.

Tax Rate for Supported Countries

This group enables you to select one or more countries and their tax rates. You can also add or configure countries by clicking on the Countries button.

Purchase Orders

This group has the following options:

Purchase order number locator

Select a locator from the list that finds the purchase order number on a document. This option is mandatory in order to use this locator method.

The algorithm searches line items in the database that match the input locator alternatives. This list shows only those locators that are defined above the current Line Item Matching Locator in the list of locators for this class. The value for this option is set to <none> by default.

Minimum confidence

Set a minimum input confidence to restrict what the Purchase order number locator finds. The value for this option is set to 70 by default.

Formatter

Select a formatter from the list to format the results of the locator used for the purchase order number. This is especially useful if you need to delete additional blanks from the recognition results in order to have a format comparable to the one used in the database. The value for this option is set to <none> by default.

Vendor ID locator

Select a locator from the list that returns the vendor ID that restricts the possible results of the database search and compensates for errors in the purchase order number extraction. The Input Locator list provides a list of the locators that are defined above the current Line Item Matching Locator. The value for this option is set to <none> by default.

Minimum confidence

Set a minimum confidence to restrict what the Vendor ID locator finds. The value for this option is set to 70 by default.

Note If your project from an earlier version of Kofax Transformation Modules already makes use of the Vendor ID locator, the value for this option is set to 0 instead of 70 percent. This means that all Vendor IDs that are returned by the Vendor ID Locator are considered valid.
Execute purchase order discovery

Select this option to include additional purchase order records from the database that belong to the same Vendor. Clear this option if you want to disable purchase order discovery and use the purchase order number values from the Purchase order number locator or the Vendor ID locator only. This option is selected by default.

Maximum purchase orders used

Set a maximum number of purchase order numbers used for extraction. This option limits the total number of purchase order numbers found by the input locator and any discovered purchase order numbers. The value for this option is set to 20 by default.

Amount Settings

This group has the following options:

Over unit price difference

Enter a percent value to set a tolerance for the unit price so a higher value on a document is found when it does not match a record in the database.

The value for this option is set to 1% by default. If the unit price for an item in the database is 10.50 and a document for that same item has a value of 10.60, the item on this document should be returned using the default value for this option. For the best results, do not use a value greater than 3% for this option. Higher values may return unwanted results.

Under unit price difference

Enter a percent value to set a tolerance for the unit price so a lower value on a document is found when it does not match a record in the database.

The value for this option is set to 1% by default. If the unit price for an item in the database is 10.50 and a document for that same item has a value of 10.40, the item on this document should be returned using the default value for this option. For the best results, do not use a value greater than 3% for this option. Higher values may return unwanted results.

Definitions for the buttons at the bottom of this window can be found in Common Project Builder Buttons.