Kofax ReadSoft Entrance differentiates between and sort general expense invoices (GE), purchase order documents (PO), and credit notes. In order to classify documents by type, you must:

• Run jobs based on the <SYSTEM> document profile.
• Create at least two document profiles that have the same country profile but different document types.

When you run Interpret using the <SYSTEM> document profile, Interpret uses the OrderNumber or PONumber field to determine the document type and classifies it accordingly. If the type classification fails, the document is treated as a GE document by default. If the type is wrong, Verify operators can reroute a document to the correct document profile for reinterpretation. See ValidPrefixes in INI File Help.

To assist classification, you can use the ValidPrefixes setting in Eiglobalextra.ini to specify valid prefixes for purchase order numbers.

You can also use the API to change the document profile and sender. See API help for more information.