ILINX 6.X Database Lookup IXM

ILINX 6.X is an easy to configure and easy to use software package to scan, index, and provide workflow. The workflow steps are based on IXM (ILINX eXtension Modules) that are very similar to a programming language. There are several different types of IXM’s available out of the box. The following is a quick listing by name of the out of the box IXM’s:

5

By using the IXM’s, the designer of a workflow can have a batch move through single or multiple steps to perform any required task.

In addition to the IXM’s there can be actual code executed through a Client Side Extension or through a Server Side Extension. So there is little that cannot be accomplished using the ILINX Capture workflow IXM’s.

This week I would like to concentrate the discussion on a single IXM Database Lookup. The Database Lookup IXM is one of the most powerful when it comes to interacting with entities outside of ILINX. It not only allows ILINX to perform a database lookup and return column values to the Batch Profile or Document fields, but it also allows for the update of a database table’s columns. Continue reading

The Final Installment of Serendipitous Cerebration

This is it.  The final installment.  The end.   Our tunnel of light leading us to the promise land of perfect integrations with Serendipitous Cerebration as our Virgil guiding us through the Malebolge of Content Management.

Continue reading

Serendipitous Cerebration – Part (X = 5-2) of (X+2)

Once we got what we felt was all of the needed information from the client as to their expectations and requirements.  We formulated a solid battle plan, sharpened our keyboards, and forged ahead with a spirit steeled on the principle of “Rat’s Head, Ox’s Neck”.

Continue reading

Serendipitous Cerebration (Part 2 – Project Planning)

Serendipitous Cerebration as a problem solving technique can only be applied in the rare cases when normal logical troubleshooting has failed.  As much as we hate to admit it, when all logical problem solving avenues have been exhausted and our troubleshooting prowess to a flummoxed state of tentation, this is when we begin to enter the realm where serendipitous cerebration hides in dark, dank crevasses.  In reviewing this project, our hopes are that you can see how the process of Serendipitous Cerebration can develop.

Continue reading

Oracle IPM Invoice Processing Accelerators

Oracle is rolling out best-practice ERP AP invoice processing solution accelerators as part of their 11g Fusion Middleware offering. Called “adapters”, these ERP software components are available for Oracle E-Business Suite, PeopleSoft, and Siebel.

The accelerators are a mechanism to ensure scanned invoices reach a backend ERP system for final handling even when there are issues in the invoice data gathered using OCR forms recognition during scanning. This allows for minimal user exception handling or intervention prior to each invoice arriving in the ERP system. The idea is to simply load the scanner with invoices, press a button, and then handle the invoices once they arrive in the backend.

In order for this approach to work, Oracle’s solution accelerators use XML documents to contain header and line invoice data. The XML documents are combined with business rules in an Oracle BPEL Process Manager workflow that automatically massages the data into a format that will be accepted by the ERP import functionality such as the Oracle EBS open interface table import. The invoice image resides in the Oracle IPM system.

In the case where data can’t be massaged sufficiently for insert, the invoice is keyed from image from within the BPEL workflow. Invoices that directly insert into the ERP system arrive either ready for validation, matching, payment, coding, etc., or are placed on hold with a hold code and a hold reason code. Some sample hold and reason codes are:

FIELD VALIDATION HOLD HOLD REASON
Purchase Order PO must be valid and open.
PO vendor must match invoice vendor.
IPM_INVALID_PO_HOLD INVALID PO NUM
INACTIVE PO
INCONSISTENT PO SUPPLIER
Supplier Supplier is required.
Supplier must exist in vendor master.
Supplier ID and supplier site ID must match.
IPM_INVALID_
SUPPLIER_HOLD
NO SUPPLIER
INVALID SUPPLIER
INCONSISTENT SUPPLIER

There are many more business rules that operate on each invoice inside of workflow that meet the requirements of the ERP system.

Oracle has created a flash demo of a scan to EBS process at:

http://bit.ly/aHaNwl

Oracle has also created a PDF document that highlights the E-Business Suite Adapter:

http://bit.ly/b4pGFa

As an Oracle partner, ImageSource has begun to implement these solutions in the field.

Clint Lewis
Senior Systems Engineer
ImageSource, Inc.

Kofax KTM for Invoice Processing

KTM for Invoice Processing.

The Kofax Transformation Modules is an excellent addition to the Kofax Capture family when processing invoices. The product is able to “Read” the major invoice values from the invoice image accurately and with confidence. It has the ability to “Learn” where on the invoice image the values are located so its accuracy can be increased over time.

The major invoice values that KTM can read and “Learn” out of the box are:
Invoice Number
Invoice Date
Order Number
Subtotal
Tax
Shipping/Freight
Handling
Total

The accuracy out of the box is very low since the software needs to be “Trained” on sample invoices to learn where the values are located. It does this by layout classification so it can handle different vendor’s invoices and learn to accurately read the values.

In addition, there are lots of options for the builder of the Project to help the extraction of the values. These options include objects like Locators, Formatting, Key Word matching, and Validation. Through a combination of these options, just about any invoice can be read and processed with little user correction required.

However, it takes a lot of work to “tune” the Locators and Key Word matching to get the initial accuracy to as high a rate as possible. This is more an art then a science and therefore requires a person with intimate knowledge of KTM and all it’s abilities. Also, knowledge of basic script programming is required since there are things that cannot be done by KTM otherwise. ImageSource can provide such people that have the knowledge and experience to “tune” KTM to be as accurate as can be done with the current OCR technology.

Chris Hillenburg
Sr. Systems Engineer
ImageSource, Inc.