Recognition process - Revision history

Nele.scherrens at 13:24, 16 October 2018

2018-10-16T13:24:12Z

2018-04-12T09:16:07Z

2018-04-12T09:15:50Z

2017-06-28T09:47:46Z

‎Red and yellow fields

2017-03-22T12:48:31Z

2016-10-25T09:24:58Z

2016-10-24T12:32:05Z

2016-06-09T12:44:18Z

2013-11-25T10:43:50Z

2013-11-21T13:37:48Z

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-Automatic recognition of the invoice's header fields is based on Kofax Transformation Modules (KTM) and is only applied to the first page of the invoice.
+Automatic recognition of the invoice's header fields is based on ABBYY or Kofax Transformation Modules (KTM) and is only applied to the first page of the invoice.
 <br/><br/>
 Fields that are automatically recognized:

@@ Line 43: / Line 43: @@
 ===Invoice type===
 <br/>[[image:invoice_type_check.png|link=]]<br/>
 <br/>

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 * Invoice number
 * Invoice date
 * OGM
 * Currency

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 {{Note|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate.}}<br/>
-==Red and yellow fields==
+==Red, yellow and orange fields==
 After the recognition process, fields can be colored in different background colors:
 * '''Yellow''': there are different possibilities available. The most probable value is proposed. When selecting the field, all possible values are proposed.
 <br/>{{warning|When a yellow field is available, you always need to confirm the value. A document will not be entirely valid when there are yellow fields available. Press ''"Enter"'' or ''"Tab"'' on your keyboard to confirm a value.}}<br/>
 * '''Red''': this field is required, but no value could be found in the recognition process or the validation check performed on that field did not succeed.
-<br/>{{warning|Invoices with red or yellow fields can't be booked into the accountancy package.}}
+* '''Orange''': no existing supplier/customer could be found with the data found on the invoice. The system gives you the possibility to add a new supplier/customer with the new data. Click the [[image:add.png|link=]] "Add" button to create the new partner.
 ==Supplier/customer recognition==

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 * Total amount
 <br/>
-{{Note|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. <br/>The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier code. The VAT number is only used for searching the customer code.}}<br/>
+{{Note|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate.}}<br/>
 ==General recognition rules==
 Some of the recognized fields need to meet some conditions:
 * '''Invoice date''': the value can't be older than 6 months and can't be in the future.
 * '''Due date''': can't be earlier than the invoice date.

@@ Line 6: / Line 6: @@
 * Invoice number
 * Invoice date
 * Due date
-* OGM (is checked on validity)
+* OGM
 * Currency
 * Net amount
@@ Line 14: / Line 13: @@
 * Total amount
 <br/>
-In the appendixes, you can find the [[Appendix:_Scanning_recognition_rules|general recognition rules]].
+{{Note|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. <br/>The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier code. The VAT number is only used for searching the customer code.}}<br/>
 <br/>
-* [[Appendix:_Invoice_type_check|Invoice type]]
+===Due date===
-* [[Appendix:_Due_date|Due date]]
+<br/>[[image:duedate.png|link=]]<br/>
-* [[Appendix:_Currency|Currency]]
+<br/>
+===Currency===
-{{Note|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. <br/>The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier code. The VAT number is only used for searching the customer code.}}
+<br/>[[image:currency.png|link=]]<br/>

← Older revision		Revision as of 10:43, 25 November 2013
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−	{{Note\|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. <br/>The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier/customer.}}	+	{{Note\|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. <br/>The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier code. The VAT number is only used for searching the customer code.}}

← Older revision		Revision as of 13:37, 21 November 2013
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	* <u>''[[Appendix:_Due_date\|Due date]]''</u>		* <u>''[[Appendix:_Due_date\|Due date]]''</u>
	* <u>''[[Appendix:_Currency\|Currency]]''</u>		* <u>''[[Appendix:_Currency\|Currency]]''</u>
		+
		+
		+	{{Note\|It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. <br/>The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier/customer.}}