Create start and stop transaction descriptions

Start and stop transaction descriptions specify data or text that you want Kofax ReadSoft Entrance to place at the beginning and end of the transfer file (the same file that data from the standard transaction is being transferred to). You could use a "start transaction" to save instructions at the beginning of a transfer file, for example.

When you use start or stop transaction descriptions, they are always in addition to standard transaction descriptions.

When you specify it in the Transfer job description, Transfer places the data from the start transaction description first in the transfer file and data from the stop transaction description last in the transfer file.

The data is contained in control records that you can use in your external system for any purpose, depending on what data you include. Among other things, this can be useful for checking the integrity of the data after transfer.

Instructions

You can define start and stop transaction descriptions in two places. The result is the same. You can use these transaction descriptions in any transfer job with any document profile that they are connected to.

Use Document profiles

To create a start or stop transaction description using the Document profiles object bar:

  1. Click the plus sign (+) to expand the document profile for which you want to add or edit a transaction description.
  2. Right-click the Transaction descriptions folder and click Add.
  3. Add transaction fields. (See Fields commonly included in start and stop transactions.)
  4. Click OK.
  5. Type a name for the transaction description and click OK.
  6. If the document profile is open, close and save it. 

Use Transaction descriptions

To create a start or stop transaction description using the Transaction descriptions object bar:

  1. Click the Transaction descriptions object bar.
  2. Right-click the resulting Transaction descriptions area located above the object bars and click New.
  3. In the Connected to document profile list box, select the document profile that this transaction is to be used with.

    If the document profile you want is not listed, click Cancel, close the document profile, and start again from step 1.

  4. Add transaction fields. (See Fields commonly included in start and stop transactions.)
  5. Click OK.
  6. Type a name for the transaction description and click OK.
  
To use the start or stop transaction description, specify it in the Transfer job description.