This article describes all of the customised components in Kofax required for ingesting PDF AP invoices.

Name: apInvoice_MainProcess_PROD

Purpose: Orchestrates the whole process and order of actions

Name: email_Ingest_{Company}

Purpose: Renames ingested PDFs with ingestion details (e.g. email address).

Name: apInvoice_MainProcess_{Company}_Validation

Purpose: Custom user validation screen.

Name: apInvoice_MainProcessErrored record creation

Purpose: Custom errored REST record creation screen.

Name: apInvoice_MainProcessUnknown company

Purpose: Custom Unknown company screen.

Name: AP Invoice

Purpose: Custom menu for all used screens.

Name: APInvoice_EG_PROD

Purpose: Contains all field, format and learning configurations.

Notes: Must be modified in both the Web and Transformation designer.

Name: APInvoice_CG_PROD

Purpose: Contains top-level document type information.

Notes: Must be modified in both the Web and Transformation designer.

Name: Custom - Decimal Value

Purpose: Formats string values into decimal values. (e.g. Invoice values)

Name: Custom - Numbers Only

Purpose: Formats string values into integer values. (e.g. PO Numbers)

Name: Generic Document Conversion

Purpose: Contains configuration used for converting documents to readable PDF files.

Name: Generic PDF Profile

Purpose: Contains configuration used for creating PDFs to be uploaded to SharePoint.

Name: apInvoice_ScanProfile

Purpose: Contains configuration used for scanning and reading ingested documents.

Name: {Company Code} - {Company Name}

Purpose: Used for assigning jobs to company-specific users.

Name: EpicorRest_PRDEMA_KofaxEMA

Purpose: Credentials used for making REST calls to Epicor.

Name: Document Ingest

Purpose: Message Connectors used to download email attachments into a local folder and ingest those files into Kofax jobs.