Similarities and differences among the three types of transaction descriptions

There are three ways you can use transaction descriptions, depending on how your system uses the data that Kofax ReadSoft Invoices transfers to it. The way you intend to use a transaction description determines some of its characteristics, summarized below.

Feature Description
How you define it and how it appears on the screen All three types of transaction descriptions are defined in the same dialog. When you edit them, they have a similar appearance on the screen.
What it contains Standard, archive: System variables; fields in the invoice profile; and fields that you created yourself.

Start, stop: Any of four specific system variables beginning with "¤"; and fields that you defined yourself (also starting with "¤").

How you save it

 

Standard: Connect one or more to each invoice profile.

Start, stop, archive: Connect one or more to each invoice profile.

Is it required? Standard: Required.

Start, stop, archive: Optional.

How you apply it Standard: Select the name on the General page of the Transfer job description.

Start, stop: Select the name on the Advanced page of the Transfer job description.

Archive: Select the name on the Advanced page of the Transfer job description.

Where Kofax ReadSoft Invoices places the resulting data Standard: Repeated once for each invoice processed; placed in the file you indicate in the File name edit box in the Transfer job description.

Start, Stop: Placed only at the beginning/end of the transfer file (the standard one).

Archive: Also repeated once for each invoice processed, but in a different transfer file, indicated in the Advanced page of the Transfer job description.

The difference between standard and archive transaction descriptions Standard: controls the data transferred to the transfer file.

Archive: controls the data transferred to a second transfer file called the archive file.

The difference between start and stop transactions They are virtually interchangeable. If you want the same information to appear both at the beginning and at the end of the transfer file, you can use the same transaction description as both a start and a stop transaction. Exception: Certain variables such as Records do not receive a value until after data transfer.