Reserved Capture Data Types - Intelligent Capture for AP - English - Foundation 22.1 - OnBase - external

Intelligent Capture for AP

Platform
OnBase
Product
Intelligent Capture for AP
Release
Foundation 22.1
License

Most capture data types available to be mapped in the AP Keyword Type Mapping screen are designed to find specific types of data on a document image, populate the corresponding OnBase Keyword Type with the data value, and then train the Intelligent Capture for AP engine to learn the location of the Keyword Values. The only exceptions are the ERP Name, Company ID, and Vendor Status capture data types, which are not included in ICAP training because their values do not typically appear on physical documents. These capture data types are reserved for identification and retrieval purposes in OnBase.

The ERP Name capture data type populates its corresponding Keyword Type with the name of the ERP system mapped to the scan queue used to import the document into Intelligent Capture for AP. The ERP system is mapped to the scan queue on the AP Document Type Mapping screen of the Map AP Data Types process.

The Company ID capture data type uses the company ID from the Vendor Value data for the vendor identified for the document. The company ID identifies the company entity associated with a vendor in a multi-company ERP system, and it is tied to the vendor number and vendor name to represent a single unique vendor record. The company ID values for vendors are imported into the system with the rest of the vendor data when importing a vendor data import file. For more information, see Importing Vendor Data From a File.

Note:

If your solution does not involve a multi company ERP system, the Company ID Keyword Type is blank and does not need to be mapped.

The Vendor Status capture data type populates its corresponding Keyword Type with the status of the vendor identification process that documents undergo during ICAP processing. To record the status of the vendor identification process in a Keyword Value, include an EIM System Keyword Type that corresponds to Vendor Status in one of your mapped Keyword Type pairs. The values that the Intelligent Capture for AP engine can assign to Vendor Status include the following:

  • IDENTIFIED

  • NO VENDORS MATCHED EXCEPTION

  • MULTIPLE VENDORS MATCHED EXCEPTION

  • NO RESULT FOUND

    Note:

    The NO RESULT FOUND status is only assigned to an AP Support Document Type on which no OCR processing was performed.

  • ERROR

Note:

The Invoice Type, Remit to Address Status, Invoice Number Status, PO Number Status, Header Extraction Status, and Line Item Extraction Status capture data types should not be included in any of your mapped Keyword Type pairs. These capture data types are reserved for future functionality.