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

Page 13: Locators

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Configuration

Kofax Transformation Modules Invoice Pack - Configuration Guide

13

Field Settings

The Total field takes its result from the SE_FinalAmounts locator mentioned above. It
is formatted using the DefaultAmountFormatter, which does basic amount
formatting. The field requires a confidence of 80%. The “min. confidence to set reread
result” is set dynamically based on field OCR Confidence settings taken from the
config.xml file.

Validation

This field is part of a group validation which includes SubTotal, TotalTax and Total.
In order to pass validation the Total field must contain a value which can correctly be
formatted as an amount, and must also contain the sum of the SubTotal and TotalTax
fields.

SubTotal

The SubTotal field is used to store the amount on the invoice before tax.

Locators

The SubTotal 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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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 early payment discount problem. Results from this locator
are used by the SL_ResolvedAmounts script locator.

ƒ

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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