The Invoice profile dialog: General settings
To access this dialog: Using Manager, right-click an open invoice profile and click Settings.
The General settings control the status of the invoice profile, and show which business logic settings apply.
Active | Activates the invoice profile. (Details and instructions.) |
Inactive | Deactivates the invoice profile. (Details and instructions.) |
Country | The suppliers' country of origin. (The country
that was selected when the
invoice profile was created.) This specifies which
country profile is used.
Other is commonly used as a "country", since it contains fields that are used in many countries. Examples: invoice number, invoice data, total amount. For invoice profiles that were upgraded from an earlier Kofax ReadSoft Invoices 5 installation, the Country box is empty. However, you can select one. Important: If you select a country after upgrading Kofax ReadSoft Invoices or after importing an older invoice profile, you must also upgrade the invoice profile or at least connect its fields to business logic. Until you do so, the business logic included with the country profile remains unused, and you miss out on very useful Kofax ReadSoft Invoices functionality. |
Invoice type | Specifies the invoice type, used for invoice classification. |
Changed | The date the invoice profile was last saved. |
Version | The version number of the
country profile that was used when the
invoice profile was created. Country and Version
together determine the path where the
business logic settings (Eiglobalextra.ini,
DCL files, etc.) are located.
When Country is Other, Version is the invoice profile name. |
Changed | The date the invoice profile was last saved. |
Status | Messages in the Status box tell you whether the
invoice profile is complete:
|