Field settings, Validation, Taxrate1 – Kofax Transformation Modules Invoice Pack 1.0 User Manual

Page 15: Locators

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Configuration

Kofax Transformation Modules Invoice Pack - Configuration Guide

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FL_Discount – This is another standard format locator that looks for amounts
which have the text “discount” nearby. This is used only for the en-GB locale
to deal with the invoice problem. Results from this locator are used by the
SL_ResolvedAmounts script locator.

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IHL – Invoice Header Locator is overridden at the locale level to include
locale specific keywords and tax rates. This attempts to find all amounts and
other header information (such as invoice number, invoice date).

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SL_ResolvedAmounts – This locator is only used by the en-GB class. It
provides additional logic through a call to an external component to check for
discounts. If a set of amounts are found that match as a possible subtotal/tax
amount/total group, these values are returned as a possible sign of a discount
being present on the document.

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SE_Net0 – This is a standard evaluator which returns the best of the following
locator sub-fields: KBa.NetAmount0 and IHL.Netto0.

Field Settings

The NetAmount0 field takes its result from the SE_Net0 locator mentioned above. It
is formatted using the DefaultAmountFormatter, which does basic amount
formatting. The field is set, by default, to require a high confidence to be valid, and
its default setting is 80%. The “min. confidence to set reread result” is set
dynamically based on the field OCR Confidence settings taken from the config.xml
file.

Validation

The NetAmount0 field is used only to populate the SubTotal field when a 0% tax
rated invoice is found. It does not appear on the validation form on its own.

TaxRate1

The TaxRate1 field is used to retrieve the tax rate to be used for an invoice. This is
used to check the tax amount field, which in turn allows validation of SubTotal,
TaxAmount and Total.

Locators

The TaxRate1 field uses the following locators:

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KBa – Standard amount group locator, which uses knowledge bases (generic
and specific) to attempt to find the required information.

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