Field settings, Totaltax, Locators – Kofax Transformation Modules Invoice Pack 1.0 User Manual

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Contents

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Kofax Transformation Modules Invoice Pack - Configuration Guide

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SL_DefaultTaxRate – Script locator which is used to retrieve a default tax rate
to use. This is defined at the locale level so that the default amount can be
modified.

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SE_TaxRate – This is a standard evaluator which takes the best result from the
following locators/sub-fields: KBa.TaxRate1 and SL_DefaultTaxRate. In most
cases, this will simply return the default tax rate.

Field Settings

The TaxRate1 field takes its result from the SE_TaxRate locator mentioned above.
The field is always valid, as it does not appear on the validation form.

TotalTax

The TotalTax field is used to store the total of the TaxAmount fields used. This is
used as part of the field grouping between SubTotal, TotalTax and Total.

Locators

The TotalTax 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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FL_Amounts – This is a standard format locator which finds all possible
amounts on the document. These results are then fed into the Invoice Header
Locator.

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IHL – Invoice Header Locator isoverridden 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_Tax – This is a standard evaluator which returns the best result from the
following locator sub-fields: KBa.TaxAmount1,
SL_ResolvedAmounts.TaxAmount and IHL.Tax1.

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SL_FinalAmounts – This is a script locator which allows additional logic
before amounts are returned. For the TotalTax field this returns the contents
of the SE_Tax field.

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