Validation methods and rules, Validation forms, Invoice processing – Kofax Getting Started with Ascent Xtrata Pro User Manual

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Chapter 1

12

Ascent Xtrata Pro User's Guide

Optionally, custom validation forms can be designed for the Ascent Xtrata Pro
Validation module. For more information, see Setting up Validation.

Validation Methods and Rules

Validation methods include the implementation of automatic check functions, which
can be predefined standard methods or customer-specific methods developed with
the integrated scripting feature.

Validation rules are used to assign validation methods to one or more fields.

Validation Forms

Validation forms are set up in Ascent Xtrata Pro Project Builder. They can be defined
for any class and can contain fields and other elements to provide enhanced features
for correcting documents in Ascent Xtrata Pro Validation.

Invoice Processing

Ascent Xtrata Pro also includes a set of features designed to optimize the processing
of invoices. Basic configuration for an invoice project is done within the Ascent
Xtrata Pro Project Builder, but when working on an invoice project, there is a slightly
different functionality, and the user interface switches to a different mode. For
further details see Project Builder.

Invoice projects in Ascent Xtrata Pro are used to find and extract information from
invoices by taking advantage of the intrinsic, logical information they contain. This
means that there is no extensive setup or preparation required to read the standard
types of fields usually found on invoices.

Ascent Xtrata Pro is preconfigured to extract the following items from an invoice:

• Vendor name, customer number, and taxpayer ID number
• PO number and date
• Invoice date
• Net amount
• Total amount
• Taxes

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