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. |