Line item field Validation

Line items are automatically validated according to the values specified in Eiglobalextra.ini.

Each line item field has an icon that represents its status. Each line item table also has a status displayed on its tab, so you can quickly see if a table needs attention without looking at all of the fields in the table.

If you correct a value, the line item is validated again, and the status icon is updated accordingly. You can turn off line item validation for invoices that often fail validation due to their complexity or any other reason.

Note This feature requires special licensing. Please contact your local Kofax distributor for details.

Enable line item validation

Line item validation is used automatically for all new PO invoice profiles whose country profile includes line item tables by default (for example Great Britain, Germany, and the United States). If the invoice profile does not contain a line item table by default, and you add one, you must manually enable line item validation:

  1. Set DoLineItemRowTotalValidation and DoLineItemTableTotalTaxableAmountValidation to 1 in Eiglobalextra.ini. See Kofax ReadSoft Invoices INI File Help for more information.
  2. Add the Amount excluding Tax (LIT_VatExcludedAmount) field to the line item table (if you have not already done so).

Specify that line items must be filled in Verify

To specify that line items must be filled in Verify:

  1. In Manager, open the invoice profile in which you want to specify that one or more line item fields must be filled in Verify.
  2. Expand Field profiles and double-click the desired line item field profile to open it.
  3. Click Validation, and select Must be filled. Note that the setting is not available if either Optional is selected in the Activation settings or No verification is selected in the Treatment settings on the Options page of the dialog.
  4. Click OK.