The following guide outlines how to enable Kofax processing for a particular select and configure a supplier cross-reference for Kofax AP Invoice Processing.
Configure Supplier Cross-Reference
Select a section of the Supplier PDF format for the cross-reference.
This should be:
1) Present on all of their AP Invoices
2) Unique to that supplier
3) Similarly positioned on all invoices
4) Readable words (e.g. no images)
In the following example, we will use the first line of the Head Office address for the Spaldings invoice format.
1) Open Supplier Maintenance
2) Open the Required Supplier
3) Create New Search XRef
4) Enter Reference Text From Invoice Format
5) Click Save
Screen: Financial Management > Accounts Payable > Setup > Supplier
Tab: Supplier > Search Cross-References
