Include batch counter information in the scan job

This functionality is provided in connection with the ScanInfo Component.

In order to be able to send the counter value using the RemoteScanImporter component, see steps seven and nine below.

Add batch counter in ScanInfo configuration

Do the following to add a numeric counter to the Additional information dialog when invoices are scanned.

  1. In Manager, click Settings > ScanInfo configuration.
  2. Click Add and select Batch counter from the list.
  3. In the Selected scan dialog parts dialog, click Batch counter and then click Edit.
  4. Select one of the following to define on what to base the counter series:
    • One general counter - the batch number is based on one general counter series.
    • Buyer based counter - you can specify the counter series used for each buyer.
    • Profile based counter - you can specify the counter series used for each invoice profile.
    • Job based counter - you can specify the counter series used for each job description.
  5. Specify the next desired batch number for the series in the Next general batch number box if One general counter is used. This number is automatically incremented when a job is started.
    If any other counter option is selected (that is, buyer, profile, or job based), a list of the selected type becomes available in the dialog in which the counter number can be specified separately for each buyer, profile, or job depending on the type chosen. Note that if a specific counter series is used (based on buyer, for example), and the buyer is not configured (that is, the buyer is new), the general counter is used instead.
  6. (Optional) Add a name in the Add batch number as user defined variable named box if you want the specified name added to each scanned invoice with the value set to the current counter. If this is specified, the counter value can be sent using the RemoteScanImporter plugin.
  7. (Optional) Select a field type under Enter batch number in field of type to fill the field during interpretation with the same value as the batch counter. Note that this will only work if the Scan Info component is installed on the computer(s) running Interpret and only if Use defined variable name is also filled in. Beware that any existing values in fields of the selected type are overwritten.
  8. (Optional) Specify a name under Add document index as userdefined variable named to add a user-defined variable with the specified name to each scanned invoice. The value is set to the value of the current batch document index (starting with number 1 for each batch). If this is specified, the counter value can be sent using the RemoteScanImporter plugin.
  9. (Optional) Select a field type under Enter document index in the field of type to fill the field during interpretation with the same value as the batch document index. Note that this will only work if the Scan Info component is installed on the computer(s) running Interpret and only if User defined variable name is also filled in. Beware that any existing values in fields of the selected type are overwritten.
  10. Click RemoteScanSender to configure the component.
  11. Click OK to save the configuration.