ScanInfo plugin: Overview

Note The plugin is not installed by default, so it must either be consciously selected when Kofax ReadSoft Invoices is installed, or it can be enabled after installation by adding plugin sections for each module in Eilocal.ini.

ScanInfo is an optional component that displays an additional dialog to the Scan operator when a Scan job is started so that they can specify certain additional information for scanning.

The following items can be added as additional scanning options:

  • Buyer selection - sets the buyer of scanned documents to the one selected by the Scan operator.

  • PO/GE selection - sets the documents scanned to either purchase order or general expense invoices, depending on what the Scan operator selects.

  • Invoice/Credit selection - sets the documents scanned to either purchase order or general expense invoices, depending on what the Scan operator selects.

  • Queue selection - allows the Scan operator to select to which queue the scanned invoices are added. Only the queues you select during setup are available in the Additional information dialog.

  • Page properties - lets the Scan operator choose from various scanning options, such as multi-page invoices, duplex scanning, and so on.
  • Create userdefined variable - creates a user-defined variable on all scanned documents. Can be added two or more times to add multiple user-defined variables.
  • Batch counter - adds a numeric counter to the Additional information dialog. This number is also printed on the scan report (if printing scan reports is enabled) and can also be added as a user-defined variable on the invoices being scanned.
  • Archive only is used to send the fiscal year and a referenced document number to an ERP system when the scanned document is an attachment to an existing invoice document that already exists in the ERP system. This functionality is mainly used together with INVOICES COCKPIT.
  • Invoice profile selection - sets the invoice profile to the one selected by the Scan operator.

You can specify if a specific scan job should start automatically when the Scan module is started and if you want to print a scan report after a finished job.

You can also specify if the Scan Info information is available for all invoices or only specific invoice profiles or job descriptions.

The Remote ScanSender component also needs to be configured in connection with this plugin.

Eilocal.ini Example:

;***********************
;*      Manager        *
;***********************
[Plugins::eimngr]
Plugin1=Common
Plugin2=Manager
Plugin3=DBMaintenance
Plugin4=ERPImport
Plugin5=AutoValue
Plugin6=InvoiceSelection
Plugin7=ReadSoft.ScanInfo

[eimngr::ReadSoft.ScanInfo]
Name=ReadSoft.ScanInfo
Type=COM
SupportIDispatch=TRUE
Classname=ReadSoft.ScanInfo.Connect

;******************
;*      Scan      *
;******************
[Plugins::eiscan]
Plugin1=Common
Plugin2=ReadSoft.ScanInfo

[eiscan::ReadSoft.ScanInfo]
Name=ReadSoft.ScanInfo
Type=COM
SupportIDispatch=TRUE
Classname=ReadSoft.ScanInfo.Connect

;******************
;*   Interpret    *
;******************
[Plugins::eiitrp]
Plugin1=Common
Plugin2=ReadSoft.ScanInfo

[eiitrp::ReadSoft.ScanInfo]
Name=ReadSoft.ScanInfo
Type=COM
SupportIDispatch=TRUE
Classname=ReadSoft.ScanInfo.Connect

;************************
;*      Verify          *
;************************
[Plugins::eiveri]
Plugin1=Common
Plugin2=ReadSoft.ScanInfo

[eiveri::ReadSoft.ScanInfo]
Name=ReadSoft.ScanInfo
Type=COM
SupportIDispatch=TRUE
Classname=ReadSoft.ScanInfo.Connect

;************************
;*      Transfer        *
;************************
[Plugins::eitran]
Plugin1=Common
Plugin2=ReadSoft.ScanInfo

[eitran::ReadSoft.ScanInfo]
Name=ReadSoft.ScanInfo
Type=COM
SupportIDispatch=TRUE
Classname=ReadSoft.ScanInfo.Connect