Create start and stop transaction descriptions
Start and stop transaction descriptions specify data or text that you want Kofax ReadSoft Invoices to place at the beginning and end of the transfer file (the same file that data from the standard transaction is being transferred to). You could use a "start transaction" to save instructions at the beginning of a transfer file, for example.
When you use start or stop transaction descriptions, they are always in addition to standard transaction descriptions.
When you specify it in the Transfer job description, Transfer places the data from the start transaction description first in the transfer file and data from the stop transaction description last in the transfer file.
The data is contained in control records that you can use in your external system for any purpose, depending on what data you include. Among other things, this can be useful for checking the integrity of the data after transfer.
Instructions
You can define start and stop transaction descriptions in two places. The result is the same. You can use these transaction descriptions in any transfer job with any invoice profile that they are connected to.
Use Invoice profiles
To create a start or stop transaction description using the Invoice profiles object bar:
- Click the plus sign (+) to expand the invoice profile for which you want to add or edit a transaction description.
- Right-click the Transaction descriptions folder and click Add.
- Add transaction fields. (See Fields commonly included in start and stop transactions.)
- Click OK.
- Type a name for the transaction description and click OK.
- If the invoice profile is open, close and save it.
Use Transaction descriptions
To create a start or stop transaction description using the Transaction descriptions object bar:
- Click the Transaction descriptions object bar.
- Right-click the resulting Transaction descriptions area located above the object bars and click New.
-
In the
Connected to
invoice profile list box, select the
invoice profile that this transaction is to be used
with.
If the invoice profile you want is not listed, click Cancel, close the invoice profile, and start again from step 1.
- Add transaction fields. (See Fields commonly included in start and stop transactions.)
- Click OK.
- Type a name for the transaction description and click OK.