ILINX Capture Custom Weblookup

This example demonstrates how to use a .Net Web Service WebLookup in the ILINX Capture Client.  The sample C# project can be downloaded at http://downloads.ilinxcapture.com/samples/ilinxweblookupsample.zip. You will need to create an ILINX Document Type with at least the following three fields.

  • Client Account Number
  • Document Type
  • Sub Type

This example only returns the following XML String to ILINX Capture to populate the 3 index values.  The XML string is in the same format that was provided to us from the ProcessXML Function parameter IndexXML.  The Value node of the XML is the index data that is then populated in the web client.  This data can be manipulated in many ways before returning to the calling ILINX Capture Web Client.

<ILINX><IndexList><Index><Name>Client Account Number</Name><Label>Client Account Number</Label><ReadOnly>0</ReadOnly><Visible>1</Visible><Value>Client Account Number</Value></Index><Index><Name>Document Type</Name><Label>Document Type</Label><ReadOnly>0</ReadOnly><Visible>1</Visible><Value>Document Type</Value></Index><Index><Name>Sub Type</Name><Label>Sub Type</Label><ReadOnly>0</ReadOnly><Visible>1</Visible><Value>Sub Type</Value></Index></IndexList></ILINX> 

To use the web service it must be published to an IIS Web Server.  Once published to the web server you must access the web service and generate a WSDL file.

1.       Navigate to the new Web Service ASMX file, for example: http://lptbryan/ilinxweblookupsample/ilinxweblookupsample.asmx?wsdl

2.       Save this file to the C:\inetpub\ILINX\QXServices or equivalent in your environment as the filename.WSDL, for example ilinxweblookupsample.WSDL

3.       Open the newly created file with a text editor like notepad and modify the ProcessXMLResponse section.  Chagne ProcessXMLResult to Result.

Original WSDL File

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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.

Leveraging ECM Software APIs

System Engineers must to be able to choose from a menu of technologies in order to solve ECM business problems. While ECM software vendors often strive to provide a complete set of tools for any anticipated business challenge, in reality, technology advances almost always outpace product release cycles.

Service Oriented Architecture (SOA), Simple Object Access Protocol (SOAP), Extensible Markup Language (XML), and many other similar, and often interoperable, technologies have and are being developed in an effort to provide the ability to glue disparate systems together using  published, standards-based mechanisms. While extremely useful, these technologies suffer from some of the same issues as vendor software such versioning, bloat, vendor specificity, and so on.

As an engineer in the field, it’s critical to choose best-of-breed products that solve a core purpose extremely well, then extend the product with other current technologies until a complete solution emerges. Application Programming Interfaces (APIs), whether COM, Web Service, or something else is what makes this extensibility possible. The most useful ECM products provide rich APIs and callable interfaces.

I’m currently finishing a project that uses Oracle’s Imaging and Process Management (OIPM) product. The customer’s version of OIPM targets Microsoft Visual Basic 6 .dlls for custom scripts, and Microsoft .NET 1.1 framework for web development. However, I wanted to target the 2.0 .NET framework for the process scripts, and the 3.5 SP1 framework for the web interface. The web interface solution in particular takes advantage of LINQ, XML data stores, implicitly typed variables, jQuery, and AJAX.

Fortunately, OIPM, while using a fairly old COM-based codebase itself, provides mechanisms that allow an engineer to retain the proven usefulness of OIPM image storage and workflow, but extend to .NET managed code for scripts and web development. The sum of the parts becomes a much more useful solution then if all development was restricted to a closed ECM system that did not provide APIs or was completely COM based.

If you wish to dig deeper, or need a solution, ImageSource  provides training, custom development, and field services for many of the popular ECM products.

Clint Lewis
Senior Systems Engineer
ImageSource, Inc.