The Line Item Matching Locator provides additional function calls that can be used from script.

The Match function is used to match an existing table result against the purchase order database and to specify the Order Number and the MatchPositionIndex (PO Line Item Number) per line item. This can be performed for documents that contain an existing table result (such as electronic documents), or to check manually indexed table line items during Validation.

The Finalize function is used to update all match remarks for an existing table and if the table can be fully matched, to generate training data during Validation.

To access the Line Item Matching Locator's Match or Finalize functionality via script, define the Line Item Matching Locator in the project first. Additionally, you need to add a reference to the Kofax Cascade Line Item Locator Type Library to your script.

If processed documents already have a table result and the line items from such a table have to be matched against the purchase order database during Server processing, the locator definition can be added to a separate class that is not used as a classification result to avoid the execution of the locator during extraction. Alternatively, (for example, if you have a small number of documents only) you can define the locator in the same class the document will be classified to, but you have to protect existing table results. Set the Preserve flag to TRUE to protect the table results from being overwritten.

When using the Match or Finalize function of a Line Item Matching Locator the used table model must contain all global columns that are listed below that are implicitly correspond to the locator database definition, otherwise an error is returned and the executed script causes a runtime error:

• Order Number (GCID: 9): Purchase Order Number

• Description ( GCID: 2): Description

• Quantity (GCID: 1): Quantity

• UnitPrice (GCID: 3): Unit Price

• ExtendedPrice (GCID: 4): Total Price

• MatchPositionIndex (GCID: 10000): Purchase Order Item Number